Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
Why do you have to be vertically integrated to be a data center provider today? “The supply chain to support large-scale AI data centers is sort of like a game of Whac-A-Mole. At different points, different bottlenecks come into play. One of the key bottlenecks was a power distribution center. The lead time for this one component was 100 weeks, and I said, ‘Well, I do not have 100 weeks.’ We had consciously vertically integrated electrical manufacturing. We were able to do it in 28 weeks,…