Topic

AI Build-Out

The AI infrastructure capital event, layer by layer: memory, packaging, optical, neocloud, power, and the supply chain underneath.

The Constraint Stack Is the Whole Trade
May 21, 2026
The AI build-out is not a sector. It is a capital event that compounds across every layer of the supply chain, one constraint at a time.
AI Build-OutAI in MarketsSystems Thinking