Topics & People

A business-friendly US state providing a nexus for software talent and industrial infrastructure.

Large cloud service providers that stand to gain an oligopoly through heavy AI regulation.

The rapidly increasing demand for electricity to power AI data centers and training, which is becoming a major constraint on the growth of the AI industry.

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.

High-performance compute chips necessary for running complex AI models locally on robots.

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

A democratically governed island facing geopolitical threats and potential blockades from China.