Infrastructure / REPORTEncryption comes after discovery. Immutable copies, separate credentials, monitored deletion events and rehearsed restores are what actually preserve the ability to recover.
Infrastructure / REPORTCooling consumes water permanently, and local boards hold the permits. Reclaimed supply and closed loop designs help, but reporting is still hard to trust.
Hardware / REPORTCombining chiplets and memory stacks is now the tightest constraint in AI hardware supply. Substrates, thermals and qualification all add delay.
Infrastructure / REPORTElectricity, not silicon, is emerging as the limiting factor for AI expansion. Interconnection queues, firm power and local opposition are now central to planning.
AI / REPORTDownloadable models have turned inference into a cost calculation rather than a vendor relationship. The trade-offs involve licences, hardware and evaluation discipline.