I’ve always been a hands-on kind of guy. I like to understand how things actually work —from the power that drives the servers to the AI models running on them, and the capital that fuels it all. The truth is, to build what I want to build in this space, I needed to get my hands around the entire stack . That’s why I’m excited to share that I’ve joined Eliakim Capital  as Managing Partner and Chief AI Officer. It’s an incredible opportunity to help shape how compute, power, a

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

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...