Infrastructure
Inference Is the New CUDA
Why the most interesting infrastructure company of the next decade probably isn't a chip company.
June 18, 2026 · 9 min read
Section
Infrastructure
3 essays on infrastructure from The Model Memo, a free daily newsletter on AI.
Infrastructure
The Data Center Bottleneck Isn't Chips
It's power, transformers, and water rights — and it's about to reshape where AI gets built.
June 15, 2026 · 9 min read
Infrastructure
The AI Infrastructure Landscape: A Critical Map of Who Actually Matters
Forget the model leaderboards. The companies building the picks and shovels of AI — silicon, networking, power, hyperscale, and the inference layer on top — are where the durable economics live. Here is the unsentimental map.
June 19, 2026 · 13 min read
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