I have been blogging for well over 25 years. Since before the days of blogger. Before Google. Before Blogger became part of Google. So, yeah, I’ve been around. After a long pause, I s tarted blogging again when the AI revolution dawned. But also feel, Substack is better since Google doesn’t update Blogger anymore. So this blog shifts to Substack . You can follow me there: naklitechie.substack.com
We've seen this story before — and it didn't end the way anyone expected. Somewhere right now, a construction crew is breaking ground on another data center. Maybe in Virginia. Maybe in Pune, or a corridor outside Jakarta chosen for its land cost and proximity to a power substation. The building will cost hundreds of millions of dollars. It will draw enough electricity to power a mid-sized town. It will be full of chips — expensive, power-hungry, imported chips — and it will be built on an assumption so widely shared that almost nobody has bothered to say it out loud. The assumption is this: AI inference is a centralised business. You send a query to the cloud. The cloud thinks. The cloud answers. For the foreseeable future. That assumption deserves a harder look than it's currently getting. We Have Seen This Before In the late 1990s, telecoms companies laid enough fiber optic cable to circle the Earth tens of thousands of times. The investment thesis was simple: the intern...