Alan Shimel

AWS has proved the demand for the cloud it operates today. Now Amazon must prove that demand can fill the vastly larger AI infrastructure empire it is building for tomorrow.

The AI infrastructure buildout may be economically transformative and financially excessive at the same time. The winners will be those who understand where the value moves next.

AWS is selectively pruning AI offerings that the market may have passed by. That is how innovation works. It also raises questions about how much confidence enterprises should place in the next generation of AWS AI services.

Oracle is borrowing enormous sums, cutting tens of thousands of workers and draining capital from its existing business to construct an AI grid it does not yet own. Roughly half its contracted future revenue may depend on one prospective tenant: OpenAI.

If the artificial intelligence industry were pitched as a television […]

Zuckerberg is right that concentrated AI power is dangerous. He is also arguing from a position, not a principle, and Meta has switched sides on this question before.

The AI industry spent the past three years convincing Corporate […]

NVIDIA may guarantee the financing that allows OpenAI to buy more NVIDIA systems. Oracle is already lending OpenAI its creditworthiness. SoftBank, Japan and the U.S. government are now woven into the same Ohio megaproject. The financially weakest company in the web may be becoming the one no one can afford to let fail.

Sam Altman turned a human containment failure into evidence that OpenAI had ushered humanity into the singularity. The models are powerful, the breach is serious and the accountability questions are far more immediate than the mythology.

NVIDIA, Microsoft, Meta and OpenAI support open-weight AI—but each wants openness in someone else’s layer. The Indispensability Trap explains why.