Brilliant breakdown of how infastructure dependencies shape corporate risk exposure. The compute governance angle is something we had to reconsider when choosing cloud provdiers last quarter, and this piece clarifies why that felt less like a tech decision and more like geopolitical positioning. The part about energy geography determining AI feasibility is underrated tbh.
Brilliant breakdown of how infastructure dependencies shape corporate risk exposure. The compute governance angle is something we had to reconsider when choosing cloud provdiers last quarter, and this piece clarifies why that felt less like a tech decision and more like geopolitical positioning. The part about energy geography determining AI feasibility is underrated tbh.
Thanks appreciated!!