Thinking More About AI and the Shale Boom Parallel
THE SO WHAT
Treating AI like the shale boom reframes the question from ‘are we in a bubble?’ to ‘who captures the resource rents and who eats the capex hangover.’ Operators should be explicit about which side of that line they’re on—owning differentiated “resource” (data, distribution, infra) versus paying peak-cycle prices for commoditized capacity.
READ THE SOURCE
MORE FROM THE WIRE
Applied AIPartnering with Blacksmith
If agents can write production-scale code, the new bottleneck is proving that code is safe, performant, and compliant at the same speed. Expect “agent-era CI/CD” vendors like Blacksmith to become a required layer in any serious agent deployment, not a nice-to-have devtool.
Applied AIModal says Nvidia’s Vera CPU doubles throughput for its AI sandboxes
If Modal’s internal tests hold, Nvidia’s Arm-based Vera doubling container throughput over Intel for AI sandboxes is a reminder that CPU architecture is back on the critical path for AI infra. Infra teams should start modeling non‑x86 options in their cost and density plans rather than assuming GPUs are the only lever.
Applied AIUnleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Blackwell-class RTX PRO 6000 workstations push serious AI and robotics workloads back onto the desk—shortening iteration loops for perception, control, and simulation. If your teams rely on centralized clusters for every experiment, it may be time to re-balance with high-end local compute for faster prototyping.
Applied AI'AI is no longer just supporting the business — it has become the business model': IBM VP tells us how your business can balance AI excitement with realism as governance becomes more important than ever
When a major enterprise vendor says AI is now the business model, governance moves from compliance checkbox to revenue protection. If you’re scaling AI use, treat model access, data lineage, and decision auditability as product requirements, not back-office chores.