Compute is becoming a cost line, and data centers are getting political
What investors have said about this, week by week, in Sublimnl Current.
The AI infrastructure conversation moved from "build more" to who pays and who objects. Ryan McEntush (@rmcentush) shared takes on Texas pausing data-center development and the strain on the grid. Guy Wuollet suggested that if inference becomes a company's biggest expense, it may need new kinds of financing, and he compared token budgets to how hedge funds hand out capital. Chamath Palihapitiya (@chamath) predicted a wave of consolidation in solar and batteries.
If you want to join in: If you see compute or energy costs firsthand, share one simple, honest data point and ask how others budget for it.