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AI DataCenters & Training Runs 2025 : How much Energy, how much Money?
There has been a lot of noise in the mainstream press about the massive buildout of AI datacenters across the world.. with the latest being an audacious announcement by the Trump presidency of the $500 billion Project Stargate. The primary market signal of this buildout is “CapEx,” or capital expenditures, reported by the top 5…
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The (Hidden) Faces of Militarized AI 2030 : Starlink, Palantir, Anduril
OpenAI, ChatGPT, Google’s continual Gemini faceplants, and now Apple’s (“Intelligence”) tend to dominate the public conversation about AI. But what about militarized AI, the AI of global warfare, the AI that will theoretically control the killer robots of sci-fi lore? Let us not forget what fully 1/6th of the entire federal budget, and fully half (50%)…
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Volt Typhoon : Reckoning with the Lethal Sleeper Agent of the 21st Century
Two things : 1) Volt Typhoon, & 2) Axis & Allies Tech Stacks .. redefining the domestic threat level of global cyberwarfare operations, and the lens through which we observe it. Volt Typhoon This was the sentence that woke me out of my stupor. I had to read it three times slowly to make sure…