#business
2 articles
AI Infrastructure Has Left the Cloud Abstraction Layer
The industry spent years talking about AI as if it were just another software category. The money now moving into power, cooling, land, and grid access says otherwise: AI has become an infrastructure business with a software veneer.
AI Competition Is Starting to Look Less Like Software and More Like Infrastructure Finance
The loudest AI stories are about models and products, but the underlying contest is increasingly about capital structure, distribution, and who can afford to stay in the race long enough to matter. The industry may be entering an era where balance sheet strategy shapes technical destiny.