infrastructure

Google just told Meta it can't have all the Gemini it wants. That single decision is exposing a much bigger problem: the world is running out of AI compute. This isn't a contract dispute or a pricing

Somewhere in northern Virginia, a warehouse-sized building with no windows hums loud enough to register on seismic monitors. Inside, thousands of servers chew through enough electricity to power

A bookstore bleeding $1.4 billion a year, a stock price that had cratered 93%, and a CEO the media treated like a punchline. That was Amazon in 2001. Nobody — not Wall Street, not Walmart, not the