AI Infrastructure
The next AI bottleneck may sit before the chip fab and before the data center. It may sit on the rail corridor that decides whether the metals, chemicals, and capital behind electrification move at industrial speed or geopolitical speed.
AI Infrastructure
The next AI bottleneck may not sit inside a data center. It may sit on the strip of land that keeps the data center connected when the sea route starts to look like a liability.
AI Infrastructure
AI’s next infrastructure bottleneck is not only power or chips. It is water, and the geography of that constraint is beginning to shape where compute can actually scale.