The Next Protocol War: Who Owns the Global Scale Computer?
Why the focus moves from GPUs to standards and the Global Scale Computer We’ve been telling ourselves the wrong story. The winner in AI won’t be the lab with the…
AI’s Moat Moves to Megawatts: Why a 50 MW Google Nuclear Deal Changes the Game
From Silicon to Electrons The tell just arrived: a top hyperscaler Google locked in a 50 MW nuclear power agreement to feed AI data centers. That headline isn’t about PR—it’s…