Subscribe and Listen: https://youtu.be/naby2eI9BAI🎙️ The Post-Frontier EditionWelcome to What the Fudge for Sunday, May 24, 2026. This week feels like a tipping point where the abstract promises of “AI transforming business” collided head-on with brutal infrastructure economics and the raw material realities of supply chains.📍 Field Report: The Compute Arms Race & Material RealitiesThe biggest signal this week is the scale of capital expenditure pouring into a complete rewriting of the infrastructure stack, from custom silicon partnerships to literal aerospace data layers.The TPU Alternative: Google’s custom silicon strategy took a massive leap forward. Blackstone announced a staggering $5 billion equity commitment to a joint venture with Google to build a standalone US company offering direct TPU access. This is aimed at bringing 500 megawatts of compute capacity online by 2027, creating a formidable alternative to the Nvidia supply chain crunch.The SpaceX Orbit: In a wild…
No comments yet. Log in to reply on the Fediverse. Comments will appear here.