Data Gravity
Chris ZeoliQuantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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datagravity.devLatest Issues
The Rise of Inference Engineering
Thesis. The price of a fixed level of AI capability falls about 10x a year. That is the most important number in AI economics, and hardware does not explain it: GPU price-performance improves roughly 2x per generation. The other ~5x per yea...
Why AI Is a Storage Workload
Where AI inference state lives: the tier ladder from HBM to object storage, and the flash tiers that just entered the hot path’
Thesis. The most expensive processor in the data center spends most of its time waiting for bytes. Yet the cons...
The AI Memory Stack
TL;DR — the five things you need to know
- Compute and memory have decoupled. Over 20 years, peak server compute grew roughly 3x every two years; memory bandwidth grew only 1.6x. Compounded, that’s a ~600x gap. It now decides how AI...
How AI Tokens Are Made
Inspired by a video by Robert from Anyscale — five reasons LLM inference broke the classic model-serving playbook, filmed on 10% battery after the mic died. Worth your 6 minutes and 40 seconds.
Three GPU clouds have now bought inference so...
What a Gigawatt Costs
A gigawatt of AI compute costs about $37.6 billion. I know because I estimated one, layer by layer, from the interconnection queue to the last strand of fibre. This is what the money buys.
Six and a half years from filing to first token, a...
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Partner at Wing | AI Infrastructure
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