Controlled AI-assisted delivery, DevSecOps and compliance engineering, written from inside environments where somebody eventually has to answer for the outcome. 3 posts and counting.
Google has put an actual spacecraft behind orbital AI compute. The interesting question is not whether a TPU survives launch, it is whether a formation of solar-powered satellites connected by lasers can behave like a data centre. If it can, the first interplanetary civilisation will not announce itself. It will look like a business decision.
The AI infrastructure trade has quietly become a bet on transmission, transformers and construction schedules. Oracle is the clearest case because its numbers make the physical and financial relationship legible. You do not need an AI winter to make the model creak, you just need the grid to behave like an old grid.
Salesforce did not raise margin guidance this year because it is covering token spend. That is the first visible instance of a large, sophisticated customer looking at the invoice and asking whether the frontier model was worth it. Behind it sits a 3 to 5 trillion dollar financing requirement and a lot of buildings about to switch on.
