ENVIZNEssays and working notes
Finished essays argue a case with the arithmetic attached. Working notes are earlier: a question being worked out, published before the answer is tidy.
The Bottleneck Moves
Terafab bets the next constraint on AI is industrial. Global Crossing is the reason that bet can be completely right and still be ruinously early.
Kimi Hit the Limits of Its Compute. The Model May No Longer Be the Moat
Frontier capability is clustering more tightly. If intelligence becomes easier to reproduce, the durable advantage must move outward.
Why AI Is Reshaping Electrical Infrastructure
Higher density and synchronized loads are changing electrical design from the accelerator to the utility substation.
Understanding Utility Interconnection Queues
The grid's least visible administrative process determines which projects can connect, what they pay, and how long they wait.
Why Mission-Critical Facilities Are Growing So Quickly
The high cost of interruption is reshaping how hospitals, fabs, exchanges, data centers, and other critical facilities are built.
The Power Problem Behind AI
Compute capacity can be ordered faster than grid capacity can be built. Much of AI infrastructure strategy follows from that gap.
How Semiconductors Became Strategic Infrastructure
Semiconductor production now shapes industrial policy, trade, defense, and infrastructure planning.
Each entry is labeled so you can see how settled the argument is before you spend time on it.