#finance
2 articles
The New AI Moat Is a Utility Queue
By late August 2026, the public conversation about AI still fixates on models and demos. The harder truth is that power contracts, interconnection timelines, and capital structure are deciding more of the market than most product discourse admits.
AI Datacenters Are Starting to Look Like Utility Projects
The economics of AI are drifting away from software's old playbook. Power, land, cooling, and financing discipline are becoming strategic variables in a business that used to talk mainly about models and product velocity.