The AI Flywheel Is Just Getting Started

There’s this moment when you’re driving through the Nevada desert at night — nothing but darkness and the occasional eighteen-wheeler blowing past — when you start to notice something strange on the horizon. A glow. Not the moon, not a city. Something else entirely.

The first time I saw it, somewhere between Reno and the California border, I thought maybe it was a casino complex I’d forgotten about. Turns out, it was a data center. One of the new ones. The kind that consumes enough ...