The infrastructure of Intelligence is concentrating in one place. Today over 75% of the world’s advanced AI compute sits in the United States. China has around 15%. Europe less than 4%. But the geography inside the US is shifting. The new Intelligence factories are moving into
@ninadschick
-
Tech Companies Face Energy Independence Requirements Under New Pledge
By
–
Did you read about the Ratepayer Protection Pledge? Essentially all tech companies have to build, bring or bit their own energy so they cannot force price/utility hikes on to consumers. That is a small price for them to pay (treating energy-generation as part of their core tech
-
Services comprise 81% of British economy structure
By
–
And worth remembering that 81% of the British economy is comprised of services.
-
Physical Limits and Data Sovereignty in Enterprise AI Systems
By
–
Cheap consumer chatbots might average out globally, but frontier enterprise Intelligence won't so long as we face physical limits to Intelligence production. And also consider: 1/ Sovereignty. UK banks/ gov / military / enterprise etc can’t legally send their petabytes of data
-
Why AI Differs from Internet, Software, and Cloud Computing
By
–
I want to reiterate this point as it is really important to understand WHY AI is not just a continuation of the internet, software, or the cloud. For the last 30 years, we have been conditioned to treat computing as an infinitely scalable, frictionless resource. We are now
-
Token Economics: Computing Power Becomes the New Scarce Resource
By
–
You don’t fundamentally understand that the measure of productivity is going to be tokens per watt, not human labour. And when the tokens are in severe shortage, they will become very expensive, and they will distributed to those who can afford them. (Not to dissimilar to what
-
Energy and Efficiency Constraints in Exponential AI Demand Growth
By
–
Extraordinary. Energy and efficiency are the constraints to an ever-growing (exponential) need for Intelligence. Demand is massively going to outpace supply.
-
DeepSeek V4 Training Costs: Skepticism on Reported Figures
By
–
With the release of DeepSeek V4 imminent, it’s worth remembering that any headline numbers about its training costs should be taken with a massive grain of salt.
— Nina Schick (@NinaDSchick) 31 mars 2026
The claim that they trained their V3 model for just $6 million is like saying a transatlantic flight only costs the… pic.twitter.com/fnOIyINiewWith the release of DeepSeek V4 imminent, it’s worth remembering that any headline numbers about its training costs should be taken with a massive grain of salt. The claim that they trained their V3 model for just $6 million is like saying a transatlantic flight only costs the
-
Britain’s high electricity costs threaten industrial competitiveness globally
By
–
Britain now has the highest industrial electricity prices in the developed world. At 25p per kilowatt-hour, its power costs stand at double the EU average and quadruple those of the US (6p) and China (7p). But this isn’t just about the death of old industry. Just as cheap
-
Colossus AI Infrastructure Scales Up with Rising Costs
By
–
Colossus is bigger and scaling faster. (Costs more too.)