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 for writing this, it clarifies a lot. What if this tech bluerpint means entirely separate AI development tracks globally, with little interoperability?
I think market forces are still at play here so users and enterprises will 'force' the interoperability in some ways; but the fragmentation will create challenges on the short term. Think VCD, SVCD, CD-i etc that co-existed for a while until the market settled for DVDs...(?)
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!!
Thanks for writing this, it clarifies a lot. What if this tech bluerpint means entirely separate AI development tracks globally, with little interoperability?
I think market forces are still at play here so users and enterprises will 'force' the interoperability in some ways; but the fragmentation will create challenges on the short term. Think VCD, SVCD, CD-i etc that co-existed for a while until the market settled for DVDs...(?)