Hello,

The first issue of AI Infrastructure newsletter and our essential new coverage on the foundations of the AI race is officially live.

“Tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield. The scale of the AI infrastructure war has become the single most important factor determining which companies will win the next era of tech.” - Ann Davis Vaughan, Author, AI Infrastructure

AI Infrastructure is your exclusive view into this new reality—covering the power grabs, industrial maneuvers, and hidden strategies that are turning Silicon Valley into an industrial giant. Sign up now to access the first issue and get a 14 day free trial.

Covering AI means going beyond the models and looking at the colossal, urgent investments in chips, energy, and data centers. That's why we've launched this dedicated coverage, led by Ann Davis Vaughan, who will track:

• The Energy Crunch: How competition for massive power supplies is forcing tech giants to become energy players, and the disruptive effect on utilities and the grid.
• The Industrial Arms Race: The pivot toward becoming accidental industrial companies, managing vast physical assets and complex global supply chains.
• The Hidden Dividends: Which companies are making strategic infrastructure bets now that will deliver outsized competitive advantages years down the line.

If you need intelligence to navigate the foundational, highest-stakes industrial war in tech, you need this coverage. Subscribe now for $299/year (normally $399, a 25% discount) to access our first issue.