The new AI stack starts below models: energy, grid and data centers
ingliguori · x · 2026-09-17
Ingliguori argues most AI strategies start with models, data and cloud, but the real AI stack begins much lower: energy, grid access, cooling, data centers and compute — only then models and agents.
- The article explores why infrastructure is becoming a core part of AI's competitive advantage
- Whoever locks in power and compute resources holds the underlying leverage in the AI race
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