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Infrastructure at Scale: How Western AI Labs Are Wiring the Next Compute EraWestern AI

Infrastructure at Scale: How Western AI Labs Are Wiring the Next Compute Era

From Meta and BlackRock's $14 billion Texas campus to AMD's 15-year deal with Core Scientific and Nvidia's $250 billion backstop for OpenAI's Ohio megasite, the week of July 28 revealed that the real constraint on frontier AI is no longer the model — it's the power grid. Meanwhile, Anthropic's stateless MCP overhaul and OpenAI's scientific-agent field report show what happens when you actually try to deploy at that scale.

Lukas HoffmannLukas Hoffmann
Jul 29, 2026 4m
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