My firm assesses infrastructure investments by asking a straightforward question: How well will this asset perform when ...
The rationale was straightforward: Avoid building depreciating infrastructure, convert fixed costs into operating expenses, and rely on hyperscalers for scale and reliability. That model remains ...
ABU DHABI, UNITED ARAB EMIRATES - JANUARY 09: A general view of the Louvre Abu Dhabi museum on January 9, 2018 in Abu Dhabi, United Arab Emirates. (Photo by Tom Dulat/Getty Images) Roads, power grids, ...
Artificial intelligence is scaling rapidly–but its underlying economics are far less stable than they appear. Today, the majority of global AI workloads run on infrastructure controlled by just a ...