AI OF THE COAST
Jiri "Skzites" Fiala, Renzo AlvauAI 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 | |||||
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aiofthecoast.dcxps.comLatest Issues
Warning: The Cooling Threshold Your Deal Team Is Not Checking — And Why It Determines Whether the Asset Runs Frontier AI or Legacy Cloud
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...
The Agent Adoption Gap: Sub-1% Reality vs. Trillion-Dollar Narratives
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...
Go Where the Power Is: The Energy-First Deployment Strategy
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...
The Density Cliff: From 8 kW to 200 kW and Why Nothing Built In Between Survives
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...
Microsoft's 2 GW Wake-Up Call
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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Authors
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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