Topics & People

The new foundational layer for the modern economy, comprising AI factories, energy generation, and high-speed networks necessary to power widespread AI.

A term used to reframe large-scale data centers for AI as facilities that are actively manufacturing intelligence, emphasizing their role as productive industrial assets rather than simple data processors.

A vertically integrated company that builds AI cloud infrastructure, including data centers, energy development, and application layers, with a focus on using stranded or sustainable energy sources.

CEO and co-founder of Crusoe, a company that builds and operates AI data centers powered by otherwise wasted or stranded energy sources.

A hypothetical, advanced form of artificial intelligence. Johnson posits that its emergence will make human survival ('Don't Die') the most important virtue.

The interconnected network of companies, technologies, talent, and capital required for the development and deployment of AI, from chip design to software applications.

Graphics Processing Unit, the standard hardware for AI that Cerebras purposefully chose not to build.

Specialized processors, like GPUs and custom ASICs, designed to accelerate artificial intelligence computations for training and inference.

An island nation heavily arming itself and shifting defense budgets, driving demand for materials.

The US state where TSMC is building its massive new semiconductor plant. It is cited as an example of the re-industrialization happening in America.

Taiwan Semiconductor Manufacturing Company, currently ranking just ahead of SpaceX in global market capitalization.

The strategic initiative to relocate advanced semiconductor manufacturing facilities to the United States to enhance supply chain security and technological leadership.