The economics of AI infrastructure
Start with the workload. Connect demand, capacity and the cost of delivering useful output.
Read perspective ↗Infrastructure Intelligence.
Research and perspectives on the infrastructure, economics and technologies shaping the AI economy.
Decision frameworks for a changing infrastructure landscape. Explore the relationships between technical choices, energy and economics.
What belongs in the cost of a token?
A production-cost framework that connects the service boundary to the denominator.
Read perspective ↗Power is a design input, not an afterthought
Connect grid access, energy procurement and deployment timing from the start.
Read perspective ↗Designing for high-density AI workloads
Bring thermal, electrical and network decisions into one facility design.
Read perspective ↗Networks are part of the AI production system
Distinguish traffic inside the system from the connections that deliver the service.
Read perspective ↗Capital follows a credible capacity plan
Link the investment model to development milestones and the demand it serves.
Read perspective ↗Build the foundation for what’s next.
A conversation about your infrastructure starts here.