The Cloud Has No Moat – Part 3: Compute as Critical Infrastructure
AI, geography, and the exposed infrastructure of the new intelligence age Part 2 examined the chokepoints. It established that AI capacity concentrates through narrow physical, logistical, and legal funnels that convert geography into leverage. That essay was about bottlenecks. This one is about systemic risk. Because once those bottlenecks tighten, the infrastructure they feed ceases … Read more