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The AI Vendor Scorecard Nobody Talks About: Who Secured the Power and Who Didn't
Model quality is converging. Electricity access isn't. A practical tier list of which AI companies locked in generation capacity — and what it means for your vendor decisions in 2027–2028.
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$610 Billion on a Hunch: The AI Infrastructure Bet That Makes the Dot-Com Bubble Look Modest
Big Tech is spending $8 on datacenters for every $1 of AI revenue. The bottleneck is now the power grid, not GPUs.