Essays on the grids, data centers, and chip fabs behind AI, plus learning tracks and a data center you can walk through.
How AI is changing the economics of electrical infrastructure, and why the move toward DC distribution may be about more than efficiency.
Read the essayInference got about 280 times cheaper in two years while transformers and concrete barely moved. What that gap means for jobs, wages, and wealth.
Terafab bets the next limit on AI is industrial. The fiber buildout of the early 2000s shows how a bet can be right about demand and still fail by arriving early.
Moonshot's Kimi K3 suggests frontier models are converging. If capability gets easier to copy, the lasting advantage shifts to memory, distribution, and trust.
Walk through a working AI data center, from the lobby to the generators. Click any piece of equipment to see what it does, or run a drill and watch the building respond.
Runs in your browser on a computer or a phone. Nothing to install.
Each track follows part of the path from the grid connection down to the chip, with models you can run along the way.
High-voltage lines carry power from generators to the substations that feed a site. For a new AI campus, getting this connection approved and built often takes longer than the building itself.
Track: AI infrastructure →Convert IT load and PUE into facility power, energy, and cost.
Open →Shape a major load and test demand, topology, and standby assumptions.
Open →Step out through eight scales, one accelerator up to a grid-scale campus.
Open →Change die area and defect density, then watch the economics move.
Open →