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Applied AI·July 16, 2026·1 min read

The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs

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When 107 enterprises are accelerating AI infra spend faster than they can measure unit economics, AI has entered the 'blank check' phase of capex. This week, finance and engineering should align on a simple metric—cost per successful AI transaction or workflow—before approving the next specialized compute purchase.

Applied AI

AI-powered software could recover 300GW of hidden capacity for the US power grid, enough to power thousands of AI data centers

If tools like GridCARE can actually unlock even a fraction of 300 GW of latent transmission capacity, the near-term constraint on AI buildout shifts from steel-in-the-ground to software and regulatory approval. Data center operators and large loads should be asking utilities what grid-aware software they’re piloting before committing to expensive on-site generation.