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NVIDIA's $4 Billion Photonics Move Feels Bigger When You've Seen the Problem Up Close
A few years ago, I found myself sitting in a photonics lab, very aware that I was the least qualified person in the room. I had been brought in by a company I was doing some AI work with — flew me out to Dallas, met the team, did some training, got a feel for what they were building. Smart people. Real engineers. The kind of environment where you realize pretty quickly where your lane ends. On a follow-up trip, there was an issue they were working through. I didn't fully unde

Rich Washburn
Mar 204 min read
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The New Arms Race Inside Every Data Center
Let’s be honest — the 10kW rack era isn’t just over. It’s ancient history.And it’s not coming back. What’s happening right now is something entirely different: an all-out power and cooling arms race inside every data center — built or unbuilt. The demand curve isn’t plateauing. It’s accelerating, steeply. And for the foreseeable future, that’s not going to change. People keep saying, “Well, quantum will change everything.” Not for this. Quantum is incredible, but it’s not bui

Rich Washburn
Nov 8, 20252 min read
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The Power Paradox: Florida’s Data Center Boom and Who Really Pays the Bill
So here’s the thing. Florida is finally stepping into the data center conversation — and about time. As an AI accelerationist, Floridian, and someone knee-deep in the world of GPUs and power systems, I’m watching this one closely. Because what’s playing out in the Florida Public Service Commission isn’t just a local issue — it’s a glimpse at how the AI revolution collides with infrastructure reality. For the first time, regulators are trying to figure out how to handle the en

Rich Washburn
Oct 17, 20253 min read
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When Sam Altman Screams GPUs, I Hear Opportunity
The internet has a new toy. OpenAI’s latest video model, Sora 2 , is barely out in the wild, and already meme-lords are doing what they...

Rich Washburn
Oct 2, 20252 min read
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It’s On: The AI Arms Race Just Went Nuclear (Literally)
Take a breath. Now take another, deeper one. Because what just dropped in the last 72 hours isn’t just “big tech news” — it’s a...

Rich Washburn
Sep 23, 20254 min read
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$100 Billion in 90 Days: Still in the Dial-Up Days of the AI Revolution
Let’s take a moment and let this sink in: in Q2 of 2025—just three months—the so-called “Magnificent Seven” spent over $100 billion  on...

Rich Washburn
Aug 2, 20253 min read
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Psst… You Got Some Compute?
Stuck in line while the tech bro crowd is already building the future? Tech titans like OpenAI, Google, Meta—are stockpiling GPUs like...

Rich Washburn
Feb 19, 20251 min read
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Powering the AI Revolution: Why Data Centers Are the Hottest Investment on the Planet
The artificial intelligence boom isn't just transforming industries—it’s reshaping the very backbone of the digital world. Nowhere is...

Rich Washburn
Feb 18, 20253 min read
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The Reversible Chip Revolution: Promising, but Not Quite World-Changing (Yet)
Sometimes, the most intriguing ideas sneak up on you during casual conversations. Recently, while chatting with a fellow member of G7—a...

Rich Washburn
Jan 17, 20253 min read
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The Hidden Energy Crisis Behind the AI Boom
The digital age has brought us an array of technological marvels, with generative AI standing out as a transformative force. However,...

Rich Washburn
Jul 28, 20242 min read
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Energy Consumption: The Hidden Costs of AI
The rapid advancement of artificial intelligence (AI) has brought about remarkable innovations and transformed industries worldwide....

Rich Washburn
Jul 1, 20242 min read
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The AI Bull Market & Nvidia’s Massive Potential
Doug Clinton from Deepwater Asset Management posits that we are only in the third or fourth inning of the AI bull market, suggesting...

Rich Washburn
Jun 30, 20243 min read
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Lunar Lake: Intel’s Leap into the Future of AI and Computing
Intel’s recent announcement of the Lunar Lake AI chip has set the tech world abuzz with its revolutionary design and unprecedented...

Rich Washburn
Jun 4, 20242 min read
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Nvidia's Blackwell: A Defining Moment in Computing
In a world constantly reaching for the next frontier in technology, Nvidia stands at the precipice of a revolution. At their recent GTC...

Rich Washburn
May 25, 20243 min read
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