GPU Infrastructure Will Move to the Edge (Part 1)
By the time of writing this, we are two years into the largest infrastructure spending cycle in the history of the technology industry — nearly $700 billion committed in 2026 alone, much of it borrowed against future revenues that don’t yet exist. Amazon Web Services (AWS) launched in 2006 with a simple premise: instead of every company buying and maintaining its own servers, they could rent compute from a shared pool, on demand. The economics were compelling. A data center running at 80% utilization is dramatically more efficient than thousands of corporate server rooms limping along at 15%. Centralization meant shared cooling, shared power infrastructure, shared security, shared staffing — and the savings compounded with scale. ...