Ideas and insights
Resources
Perspectives on the infrastructure, economics and architecture shaping sovereign AI.
The future of AI is distributed. The edge is where it lives.
Why AI infrastructure will become hierarchical, bringing inference closer to users, energy systems and local economies.
Read articleOnly 3 ways a smart person goes broke: Liquor, Love and Leverage
A lesson in conviction, portfolio structure and why being right about the future does not protect against leverage.
Read articleWall Street meets Main Street: Why AI infrastructure needs asset-light development
How technology equity and infrastructure capital can work together to finance the physical systems behind AI.
Read articleCYANIS AI Technical Brief
An overview of the CYANIS distributed compute architecture, orchestration platform and infrastructure model.
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