Several storylines about the AI infrastructure buildout intersect, overlap and are conflated based on the stakeholder group. This reporting highlights specific aspects related to investors and risktakers, focused on the way in which the technology is changing. If you don’t understand how this is moving, much of the rest won’t matter.
Additionally, some of the economics of how investment is coalescing will be discussed. These are new directions, with many rabbit holes. This general guide serves to help identify one’s place in the changes ahead and focus on the essential.
This white paper focuses on technology’s direction, select economics, and buildout forecasts plus takeaways.
Link to Substack landing page
Process: Go to Substack landing page by clicking image above. Or here.
After purchase, a confirmation email has the link to the white paper on a private website page, with a PDF download available. Links to background research are on the web page plus some bonus charts, not included in the PDF. A video walk-through, with some additional real-world economic evidence is presented too. (A few highlights below.)
Some Histories
A May 2023 shows early LLM/AI expert forecast and I highlight Nvidia’s breakout. Then in early 2026, I detail how the AI buildout is taking shape.
