AI Infrastructure Economics and Cost Models

Cost structures behind GPU-dense infrastructure—tokens per watt, capacity planning, CapEx vs OpEx, and the economics of sovereign AI.

The Entropy of Sovereign AI: Map vs. Territory

A few years ago, I was having dinner with the Americas VP of a European energy supermajor — one of those companies that extracts oil from war zones, negotiates with regimes that don’t appear on polite lists, and operates in places where “political risk” means your assets might get nationalized or your personnel kidnapped. Seventy-plus countries. Active operations in Libya, Nigeria, Angola, Myanmar, Yemen. The kinds of places where security briefings come before breakfast. ...

AI and Society: Three Phases of Tech Adoption

I see people everywhere anxious about whether AI will disrupt their jobs, their industries, their lives. I’ve always approached this with calm. Not indifference—calm. The future rarely sends advance notice, but it is always arriving. This isn’t news. It’s the human condition. A few years ago, I attended a keynote by Michio Kaku where he framed—perfectly, for me—the relationship between humanity and technological change. What follows is my version. I can’t claim novelty, and I’m not a domain expert in sociology or economics. I’m an infrastructure builder observing the same pattern from the inside. ...