Intelligence, Engineered.
Why AI infrastructure spending is growing far faster than AI revenue, and what this reveals about the capital cycle shaping the AI economy.
How massive infrastructure investment is shaping the economics and evolution of artificial intelligence.
AI progress is increasingly constrained by compute infrastructure—GPUs, data centers, and energy—not just models or data.
AI is reshaping software development by compressing low-leverage engineering work and shifting value toward judgment, architecture, and systems thinking.