Infrastructure

The Scaling Wall Was A Mirage

Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.

The Scaling Wall Was A Mirage

Are We Being Railroaded by AI?

AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.

Are We Being Railroaded by AI?

Is Token Consumption Growth Slowing Down?

Google's AI token processing reaches 1.3 quadrillion monthly tokens in October 2025, but growth decelerates from 250T to 107T per month. What's driving the slowdown?

Is Token Consumption Growth Slowing Down?

Data & AI Infrastructure Are Fusing

AI demands unified infrastructure. Learn how Netflix & Stripe rebuilt their stacks with vector databases, context layers & real-time observability to fuse data & AI systems.

Data & AI Infrastructure Are Fusing