Infrastructure Is Destiny (opens in new tab)

The question used to be simple: who has the best algorithm? For a decade, the artificial intelligence race rewarded clever code. Researchers at university labs and scrappy startups could publish a paper, train a model on rented cloud compute, and genuinely compete with the biggest players on the planet. That era is ending. The new race belongs to whoever controls the physical stack, from the launchpad to the server rack to the orbital relay station beaming data back to Earth. In February 2026...