The conversation about where compute lives is changing. For the past decade, the default answer was the cloud: centralize the workload, send it up, get the answer back. That model worked well when latency was acceptable and connectivity was reliable.…
The conversation around AI infrastructure is almost entirely focused on what gets added: more chips, more power, more capital. The number most people aren’t talking about is what gets wasted. Across most data centers today, 85% of GPU capacity sits unused.…
Structure of the Investment According to a source familiar with the matter, the funding was not a single direct payment but a complex financial arrangement. The total $40 billion commitment was structured as a mix of direct capital from SoftBank…