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edge-computing

A collection of 8 posts

The Permission Problem

ai-infrastructure

The Permission Problem

Loudoun County, Virginia, was the most permissive jurisdiction in the United States for hyperscale data center construction. As of this quarter, it has more active moratorium proposals on its docket than any comparable jurisdiction. The reversal happened in eighteen months, and it is happening for r

Agents Don't Live in Data Centers

Agents Don't Live in Data Centers

Agentic AI is the first workload where the physics of latency and data locality aren't optional. The $700B centralized infrastructure bet was built for a different kind of AI.

Six Million Cell Towers Walk Into a Data Center

Six Million Cell Towers Walk Into a Data Center

At MWC Barcelona, NVIDIA and a 130-company coalition just announced plans to turn the global telecom network into a distributed AI compute grid. Cell towers running AI inference alongside 5G traffic. The industry is spending $700 billion building new centralized data centers while ignoring the large

The Great Refusal

The Great Refusal

In six weeks, 300+ data center bills have been filed across 30+ states. Six states have moratorium proposals. Local governments in 14 states have already hit pause. The industry frames this as a PR problem. It is an architecture problem.

When the Incumbents Make Your Argument

When the Incumbents Make Your Argument

Dell Technologies, the company that built the infrastructure for centralization, just made the case for distributed AI. When the incumbents start arguing your position, you are either vindicated or about to be absorbed. Maybe both.

OpenClaw and the Architecture Nobody Noticed

OpenClaw and the Architecture Nobody Noticed

Everyone is writing about the OpenClaw acqui-hire as an agents story. It is an agents story. But the reason OpenClaw worked has almost nothing to do with agents and almost everything to do with where the compute happened.

When in Doubt, Go Up: Orbital Data Centers and the Limits of Architectural Imagination

When in Doubt, Go Up: Orbital Data Centers and the Limits of Architectural Imagination

Two weeks ago, a company filed paperwork with the FCC requesting permission to launch up to one million satellites into low Earth orbit. Not communication satellites. Not GPS. Data center satellites. Solar-powered, laser-linked orbital compute nodes, designed to run AI inference workloads from space. The filing included the phrase "

Edge ML Has a Size Obsession

Edge ML Has a Size Obsession

The industry spent three years compressing models when most edge deployments never needed neural networks. The real bottleneck isn't model size—it's deployment orchestration.