Topics: Data Center• AI• Nvidia• So What's Next With… ...data center buildout, NVIDIA-Anthropic rivalry, the AI trade, and a wildcard scenario
Topics: Data Center• Fear of AI Bubble Could Pop The Bubble I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute. I called out this risk in my 2025 annual letter. Our team (as in me and Claude) started tracking local moratoriums and built a public dashboard.
Topics: Data Center• AI• Tracking the Bipartisan Punching Bag: AI Data Centers A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions. It is one of those risks, like any risk, that you don’t want to be right on, but as
Topics: Data Center• AI• ($) Greg Abel Will Power AI During the Berkshire Hathaway annual meeting last weekend, Warren Buffett made a lot of headlines on AI. By comparing AI to nuclear weapons and sounding the alarm on deepfakes by talking about how he was almost fooled by a deepfake of his own likeness,
Topics: South Korea• Data Center• Data Regulation• Kakao, Data Center Fire, the Data Residency Dilemma I used to work at an open source distributed database startup called PingCAP. As the exec driving the company’s global market expansion effort, I talked to a lot of cloud architects and distributed systems engineers (as potential customers) about how a distributed database
Topics: Cloud Industry• Data Center• Facebook• October 25, 2020: Be Good at Destroying Your Best Ideas Hello Interconnected Readers: I’m trying something new starting this week. In addition to the six stories summary that you’ve been getting, I will open this weekly issue with a more raw, personal, and reflective letter to you about something I thought about
Topics: Cloud Industry• AWS• Azure• Where Are The Data Centers: AWS, Alibaba Cloud, Azure, GCP Earlier this week, I wrote about [https://interconnected.blog/alibaba-cloud-the-ignored-cloud/] whether Alibaba Cloud should be ignored in the larger cloud computing industry conversation, when its growth and earnings are comparable to that of Google Cloud Platform (GCP). A public cloud