Rich Washburn

An 8-gigawatt OpenAI compute deployment in Ohio looks like a data-center story. It's actually a story about how AI infrastructure is becoming bankable — and what happens when credit, not capital, becomes the bottleneck.

We spent decades asking how much smaller a transistor could get. IBM just changed the question: how high can we build? IBM's NanoStack technology goes vertical, and the semiconductor story becomes one story.

I think I may have accidentally started doing something. Find one thing worth fixing. Spend fifteen minutes. Do something useful. Give it away. Move on. What happens when AI collapses the cost of small acts of generosity toward total strangers.