Long View
Who Pays for the AI Buildout?
Some builders can wait for AI revenue using cash from existing businesses. Others need fresh capital. Compute contracts determine who keeps paying if demand falls short.
Long View
Some builders can wait for AI revenue using cash from existing businesses. Others need fresh capital. Compute contracts determine who keeps paying if demand falls short.
Bright Signals
AI infrastructure is starting to split in two directions at once: open public compute for science, and distributed compute pushed toward the walls of new houses.