There are weeks when the AI infrastructure story advances, and some when it clarifies. This week was the latter. On Thursday, the Catalyst podcast put Shayle Kann opposite SemiAnalysis's Jeremy Eliahou Ontiveros, and between them they analyzed the core Digital Power thesis that for an AI lab, power is revenue. Not an input cost, not a line in the site-selection matrix, but the binding constraint on the business itself. A frontier lab without megawatts is a research group with a waiting list.
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07.13.26
Digital Power Weekly
Digital Power Weekly - Volume 10: July 6 - July 12, 2026
Power is no longer an input to the AI business model — it is the rate limiter on it.
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