Sections
Everything here follows one lane: what the AI buildout does to power, water and land, and who pays for it. These are the clusters that lane breaks into.
- Power & GridWhat the AI buildout asks of the electricity system, and who ends up paying for it — capacity auctions, interconnection queues, and the gap between the power that gets requested and the power that gets built.4
- Silicon & ChipsThe manufacturing chokepoints behind AI compute — advanced packaging, high-bandwidth memory, and the export controls that decide who can buy which part.6
- Data CentersThe buildings themselves: where they land, what they draw, what they displace, and what the operators say versus what the filings show.6
- Cooling & WaterHeat is the binding constraint on dense compute. Liquid cooling, water withdrawal versus consumption, and the point where air stops working.1
- Supply ChainsThe narrow pipes between a chip design and a running rack — transformers, turbines, packaging capacity, and the people to install any of it.2
- Nepal DeskReporting from Kathmandu on hydropower, latency, and sovereign-compute policy — the coverage this site is uniquely placed to do first-hand.2
- NotesFirst-hand measurements run on hardware I own, published with the scripts and the raw dataset so the numbers can be recomputed rather than trusted.5