The End of On-Demand Frontier AI
Google's $920M/month SpaceX contract shifts AI infrastructure from on-demand cloud to locked-in capacity. Here's what changes for enterprise architecture.
#ai-infrastructure
3 posts
The Grid, Not the GPU, Is Your Next Inference Bottleneck
Seattle's data center ban and 3-year grid queues mean local inference and modular hardware are no longer optional.
OpenAI's $85B Burn Rate Changes the AI Cost Equation
The SEC filing exposes a nine-to-one burn-to-revenue ratio. Here is why local inference is shifting from a privacy play to a hard P&L requirement.