The Infrastructure-First Era: How Power, Minerals, and System Architecture Are Reshaping the AI Buildout
Executive Overview The narrative surrounding artificial intelligence has officially shifted from theoretical software breakthroughs and model parameter counts to the unglamorous, hard-nosed reality of physical infrastructure. Recent industry developments paint a vivid picture of a market grappling with a hard ceiling: power-ready capacity. While the initial phase of the generative AI boom was defined by…