Time-to-Power: Why Infrastructure Velocity Is the Moat

Time-to-Power: Why Infrastructure Velocity Is the Moat

The defining bottleneck of AI expansion is no longer model weights, open-source vs. closed architectures, or even GPU design. It is physical infrastructure velocity and literal time-to-power.Issue 01 unpacks the technological, financial, and regulatory forces driving this constraint and makes the case for why the industry is accelerating toward the inevitable endpoint of a “One-Day Build” for data center deployment.

Read Issue 01 here.