The Power Layer for Artificial General Intelligence.
Joined March 2026
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1 Photos and videos
Jun 13
In Ireland, data centers are on track to eat ~32% of national electricity. "Just build more" is hitting a hard wall β the grid. The constraint of the next era isn't chips. It's power.
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Jun 12
Every layer of the AI stack is getting abstracted away β except the one nobody wants to think about: where and how the compute actually runs. That's the layer that decides your margins.
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Jun 12
"We'll just add more GPUs" is the most expensive sentence in AI. Utilization beats acquisition. Most clusters run at a fraction of what they're paying for.
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Jun 11
The AI server market is quietly shifting from "who can get accelerators" to "who can run them." Hardware is commoditizing. Full-stack platform control is the new battleground.
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Jun 11
The companies that win AI won't be the ones with the biggest clusters. They'll be the ones who waste the least of them.
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Jun 10
SpaceX is now selling compute to Google. ~110,000 GPUs, ~$920M/month. The "AI compute landlord" is becoming a real business model. Owning the silicon is table stakes. Orchestrating it well is the moat.
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Jun 10
#19 | South Korea's AI Alliance, Singapore's Global Stage, Japan's Physical-AI Bet linkedin.com/pulse/19-south-β¦
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Jun 10
We've been heads-down on something that turns idle GPU capacity into usable throughput, without you touching a config file. More soon. π
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Jun 10
NVIDIA's pitch at Computex was telling: 40% more GPUs in the same power budget. The frontier isn't raw FLOPs anymore β it's FLOPs per watt. Whoever optimizes that math wins the decade.
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Jun 9
Three stages of every AI project: 1. The model is amazing. 2. The model is in production. 3. Why is the bill like this? PowerAI is built for stage 3.
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Jun 9
The GPU rental market hit $7.38B this year β but pricing is finally softening in some segments. After three years of scarcity, supply is catching up to demand. The next phase of AI infra won't be won on access. It'll be won on efficiency.
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Jun 5
The defining infrastructure race of this decade isn't who builds the smartest model β it's who can power it. Compute is abundant. Reliable, clean electrons are not. That gap is where the next trillion in value gets decided.
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Jun 5
#18 | SoftBank tops Toyota on the AI rally, Nvidia deepens South Korea ties, OpenAI spreads across Asia, Alipay launches an AI wallet and moreβ¦ linkedin.com/pulse/18-softbaβ¦
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Jun 4
AI consumes power, but it also optimizes it. The AI-in-energy-distribution market is set to grow from ~$7.1B in 2026 to $42.7B by 2033. Demand forecasting, load balancing, renewable integration β AI is becoming the grid's control room.
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Jun 4
What actually powers AI right now? Renewables ~27%, natural gas ~26%, nuclear ~15%. The clean-energy share is real but contested β and every new data center reshapes it. π
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Jun 3
Big tech capex on data centers topped $400B in 2025 β and is expected to jump another 75% in 2026. When this much capital chases power, energy infrastructure becomes the bottleneck that defines who wins AI.
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Jun 3
The IEA estimates nearly 20% of planned data center projects could face significant delays β not from chips, but from grid connection queues. Power, not silicon, may be AI's hardest constraint.
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Jun 2
The real challenge isn't total demand β it's where it lands. Data centers already draw ~80% of electricity in Dublin and 42% in Frankfurt. Grids are regional, and AI is testing them block by block.
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Jun 2
The energy mix is being rewritten in real time.
Every major hyperscaler has now signed a nuclear deal. 13 announced projects commit 9.8 GW to power AI. Meta alone secured up to 6.6 GW. The first nuclear electrons for an AI data center arrive in 2027.
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