top of page
Search
The Useful Life of AI Capital
The hidden collision between static accounting, rapid capital deployment, and the AI innovation cycle. Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â TL:DR The Accounting Divergence: Â Hyperscalers have quietly doubled server "useful life" estimates (from 3 to 6 years) to bo
Jan 108 min read
Planning the Off-Ramp During the AI Boom
The AI super-cycle demands total focus and resource commitment. It is now being powered by a second wave of demand ignited by the sheer...
Oct 12, 20259 min read
2025 US Reshoring Reassessment Part 2
AI Automation and Financing the Ecosystem ...
Jul 10, 20259 min read
bottom of page