Insights

Essays on AI infrastructure.

Analysis for decision makers navigating AI infrastructure choices. Operator perspective, not vendor marketing.

August 2026
Where should your AI actually run in Asia?
Gigawatt announcements are the least informative number on the map. Asia divides into three tiers by what each jurisdiction will actually let you host, and the boundaries are sharper than most planning decks acknowledge.
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July 2026
What investors miss in AI infrastructure diligence
Nvidia dependency is not a risk factor, it is the operating condition of the industry. Four errors recur in the diligence memos I read, and all four are correctable.
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June 2026
Hyperscaler vs Neocloud: an honest cost comparison
Neoclouds pay list price for GPUs and pay Nvidia for networking. Hyperscalers get volume discounts and build their own fabric. So why is a Neocloud 40 percent cheaper on raw compute?
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