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A while back, one of the great marketing minds of this or any era made a perceptive observation about the political barriers to building computing infrastructure.
“Data centers need some PR help.” President Donald Trump said in March, “bec...
The AI race is really an overlapping set of races. Most notably, AI has become a theater of great power competition, namely between the U.S. and China. Within the American economy, the frontier labs are vying for dominance.
But there are...
We need higher quality discourse around AI and data centers.
AI is the most obvious vector of growth in our economy. A 2025 Harvard analysis found the vast majority of GDP growth in the first half of that year came from data center capex....
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The writers behind this newsletter.
Executive Director of the American Compute Project
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