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Power Infrastructure
IREN and NVIDIA’s Strange AI Factory Deal
Big numbers. Stranger structure.
May 8
•
Nutty
21
2
5
Not Every AI Power Winner Is the Same
Separating Cycle, Artifact, and Structure in the Transformer Bottleneck
May 6
•
Nutty
20
3
4
Who Owns the First 1 Meter?
No power, no compute. In the 1MW rack era, the bottleneck is moving to the first 1 meter.
May 3
•
Nutty
,
Damnang
, and
PhotonCap
48
8
5
The Next Bloom Energy?
AI is no longer waiting for the grid.
May 1
•
Nutty
64
3
11
The AI Power Crisis — Part 4
The Last Micrometer, and Closing the Series
Apr 25
•
Nutty
49
1
5
The AI Power Crisis — Part 3
The Last Few Centimeters
Apr 19
•
Nutty
91
5
9
The AI Power Crisis — Part 2
The Rack Becomes the New Grid
Apr 17
•
Nutty
106
17
10
The AI Power Crisis — Part 1
Two Languages of Electricity
Mar 30
•
Nutty
124
10
14
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