1/ Scarcely recognized commodity input cost for enterprises and a stealth driver of #inflation: rising prices of cloud infrastructure

On a Zoom yesterday, an investor asked: "Everything I see about trading compute is nowhere near trading oil. You keep saying compute will trade like oil. How does InfraSight actually make that happen?" He got the answer a day early. Today we announced it. 🧵

This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)

At #TechWeek starting Sunday and know something you don't: we're accelerating the trend of turning compute into "digital oil". Find me if you want to learn how we're doing it... (Hint: #WCU - That's all you get for now 😉 #InfraSight @a16z #ComputeExchange #ComputeMarkets #aiinfrastructure @infrasightsc @TimMartinISC @REBIForum

If I told you by 2030, @infrasightsc will capture just 1% of the $150B compute risk management market, generating $1.5B in high-margin recurring revenue by enabling Fortune 2000 companies to treat compute as a financial asset through our WCU standardization, delivering both immediate cost savings and risk mitigation all while powering the entire #InfraX compute exchange ecosystem where participation requires our software, how would you respond?

Anyone else notice that when one of our heroes was assinated in cold blood if front of thousands of people including his wife and young kids that not a single store in America had to board up their windows? That tell us everything you need to know.

A while ago, probably in 2017, I appeared on Tucker Carlson's Fox show to talk about God knows what. Afterwards a name I barely knew sent me a DM on twitter and told me I did a great job. It was Charlie Kirk, and that moment of kindness began a friendship that lasted until today. Charlie was fascinated by ideas and always willing to learn and change his mind. Like me, he was skeptical of Donald Trump in 2016. Like me, he came to see President Trump as the only figure capable of moving American politics away from the globalism that had dominated for our entire lives. When others were right, he learned from them. When he was right--as he usually was--he was generous. With Charlie, the attitude was never, "I told you so." But: "welcome." Charlie was one of the first people I called when I thought about running for senate in early 2021. I was interested but skeptical there was a pathway. We talked through everything, from the strategy to the fundraising to the grassroots of the movement he knew so well. He introduced me to some of the people who would run my campaign and also to Donald Trump Jr. "Like his dad, he's misunderstood. He's extremely smart, and very much on our wavelength." Don took a call from me because Charlie asked him too. Long before I ever committed (even in my mind) to running, Charlie had me speak to his donors at a TPUSA event. He walked me around the room and introduced me. He gave me honest feedback on my remarks. He had no reason to do this, no expectation that I'd go anywhere. I was polling, at that point, well below 5 percent. He did it because we were friends, and because he was a good man. When I became the VP nominee--something Charlie advocated for both in public and private--Charlie was there for me. I was so glad to be part of the president's team, but candidly surprised by the effect it had on our family. Our kids, especially our oldest, struggled with the attention and the constant presence of the protective detail. I felt this acute sense of guilt, that I had conscripted my kids into this life without getting their permission. And Charlie was constantly calling and texting, checking on our family and offering guidance and prayers. Some of our most successful events were organized not by the campaign, but by TPUSA. He wasn't just a thinker, he was a doer, turning big ideas into bigger events with thousands of activists. And after every event, he would give me a big hug, tell me he was praying for me, and ask me what he could do. "You focus on Wisconsin," he'd tell me. "Arizona is in the bag." And it was. Charlie genuinely believed in and loved Jesus Christ. He had a profound faith. We used to argue about Catholicism and Protestantism and who was right about minor doctrinal questions. Because he loved God, he wanted to understand him. Someone else pointed out that Charlie died doing what he loved: discussing ideas. He would go into these hostile crowds and answer their questions. If it was a friendly crowd, and a progressive asked a question to jeers from the audience, he'd encourage his fans to calm down and let everyone speak. He exemplified a foundational virtue of our Republic: the willingness to speak openly and debate ideas. Charlie had an uncanny ability to know when to push the envelope and when to be more conventional. I've seen people attack him for years for being wrong on this or that issue publicly, never realizing that privately he was working to broaden the scope of acceptable debate. He was a great family man. I was talking to President Trump in the Oval Office today, and he said, "I know he was a very good friend of yours." I nodded silently, and President Trump observed that Charlie really loved his family. The president was right. Charlie was so proud of Erika and the two kids. He was so happy to be a father. And he felt such gratitude for having found a woman of God with whom he could build a family. Charlie Kirk was a true friend. The kind of guy you could say something to and know it would always stay with him. I am on more than a few group chats with Charlie and people he introduced me to over the years. We celebrate weddings and babies, bust each other's chops, and mourn the loss of loved ones. We talk about politics and policy and sports and life. These group chats include people at the very highest level of our government. They trusted him, loved him, and knew he'd always have their backs. And because he was a true friend ,you could instinctively trust the people Charlie introduced you to. So much of the success we've had in this administration traces directly to Charlie's ability to organize and convene. He didn't just help us win in 2024, he helped us staff the entire government. I was in a meeting in the West Wing when those group chats started lighting up with people telling Charlie they were praying for him. And that's how I learned the news that my friend had been shot. I prayed a lot over the next hour, as first good news and then bad trickled in. God didn't answer those prayers, and that's OK. He had other plans. And now that Charlie is in heaven, I'll ask him to talk to big man directly on behalf of his family, his friends, and the country he loved so dearly. You ran a good race, my friend. We've got it from here.

These people are sick. Make her famous:

The AI Economy Revolution is here and @InfraSight is leading the charge. As Chairman, I'm energized to announce our Board is unanimously committed to transforming compute from an unmanaged cost center into a strategic financial asset. The companies that master this shift will become the next decade's dominant platforms. The opportunity is multi-billion dollar. The timing is now. See our full Board Support Letter attached 👇 Interested in pilot access or strategic partnership? Comment below or DM directly. #ComputeEconomy #AIEconomy #AIInfrastructure #FinTech #WCU #InfraSight @REBIForum @TimMartinISC @mtrachtenberg @Ryanfish11 @sandyatwell @srimuppidi

AI Isn't Free. The First Costs Are On Your Bill, And More Are Coming... zerohedge.com/ai/ai-isnt-fre…

The hidden truth about AI: every prompt, every image generation, every model training run is quietly driving your electricity bill through the roof. Most organizations have no idea what's coming. #AIEnergyCosts #ComputeVolatility #FinOps #EnergyRisk #AIInfrastructure #CloudCosts #WCU #DataCenterDemand #InfraSight

AI growth is outpacing even the boldest forecasts, but so are compute costs. OpenAI’s projected $115B cash burn underscores a simple truth: in the AI race, compute is the bottleneck and the battlefield. This is exactly why InfraSight exists - to bring financial discipline, transparency, and risk management to the most capital-intensive sector of our generation. @infrasightsc @TimMartinISC #AIEconomy #AI #ComputeEconomy #FinOps #CloudCosts #InfraSight #AIFuture

Proud to join the @databricks Partner Program! The compute economy is here and we’re building the financial system to support it. #Databricks #ComputeEconomy #AI #FinOps #InfraSight

𝗧𝗵𝗲 $𝟰𝟱𝟬𝗠 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗵𝗮𝘁 𝗱𝗶𝗱𝗻'𝘁 𝗲𝘅𝗶𝘀𝘁 𝟭𝟴 𝗺𝗼𝗻𝘁𝗵𝘀 𝗮𝗴𝗼. A thread

Buckle up!

DMs open for investors focused on AI infrastructure and fintech convergence. Read More: infrasight.software/news/inf… #VentureCapital #AIInfrastructure #ComputeEconomy #InfraSight #SeedFunding

Big news: I’ve joined InfraSight Software as Chairman & CFO. We’re emerging from stealth to tackle the next financial frontier—compute as an asset class.

Thrilled to announce @InfraCFO as Chairman and CEO as we bring @infrasightsc out of stealth. We’re building the financial system for the #computeeconomy. #aiinfrastructure #riskmanagement

InfraSight has appointed @InfraCFO as Chairman & CFO as we emerge from stealth. With decades of institutional finance leadership, Charles will help scale the financial system for the #ComputeEconomy. Read more: infrasight.software/news/inf… #AIInfrastructure #RiskManagement