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Dear Readers,
What happens when data centers become the new oil fields? Across Silicon Valley, the race to secure compute has turned into the most expensive industrial project of our time. Microsoft, Google, Amazon, and OpenAI are not just buying chips—they’re building power grids, rewriting supply chains, and reshaping geopolitics in the process. The scale is staggering, the ambition almost imperial. Beneath it all lies a single belief: whoever owns the compute will own the future.
In today’s issue, we dive deep into this trillion-dollar land rush—tracking who’s spending what, why it matters, and what it reveals about the next phase of the AI economy. You’ll also find stories on the hidden energy deals powering the cloud, the coming shift from training to inference, and the quiet rise of compute-sovereignty politics. Each piece connects back to one question: how far are we willing to go to feed our machines?
All the best,
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”To be able to deliver what the world needs—for inference compute to run these models, and for training compute to keep making them better and better—we are putting the groundwork in place to be able to significantly expand our ambitions for building out AI infrastructure. If AI stays on the trajectory that we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer. Or with 10 gigawatts of compute, AI can figure out how to provide customized tutoring to every student on earth. If we are limited by compute, we’ll have to choose which one to prioritize; no one wants to make that choice, so let’s go build.”
— Sam Altman, Abundant Intelligence
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