
AI of the Coast is the only newsletter that covers AI through the lens of the one constraint nobody's talking about: where the power actually comes from.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 149 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||

A standard air-cooled data center is a thermodynamic system built around a simple principle: push large volumes of cold air through hot equipment, capture the heated air, cool it, and circulate it again. This system works well up to roughly...
In February 2026, Anthropic reported that Claude had reached $25 billion in annualized revenue — up from roughly $100 million in early 2024. In the same month, OpenAI reported revenues exceeding $25 billion annualized. The AI application la...
Northern Virginia is the largest data center market in the world. The concentration of hyperscale infrastructure in a region sometimes called “Data Center Alley” represents decades of accumulated investment, fiber network density, technical...
There is a number that almost nobody outside the data center engineering community is paying attention to, and it might be the most important number in AI infrastructure right now. Not the $400 billion in capex. Not the 100 GW of projected...
Between late 2024 and March 2025, Microsoft canceled or deferred data center capacity agreements totaling more than 2 gigawatts of planned electricity consumption across the US and Europe. TD Cowen’s analysts discovered this through channel...
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The writers behind this newsletter.
Managing Partner VC Fund 2.0 | Family Office | CxO | Technology Polymath | Entrepreneur twitter.com/Skzites Talks about #defi, #startups, #blockchain, #venturecapital, and #productinnovation
Entrepreneur, Artificial intelligence influencer, Investor, Music Producer.
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