Onset of AI Infrastructure Boom

Having started the R&D process in May of 2023 about AI and its energy requirements, these videos represent some of the basis of how I have formed my analysis.

In a preview (rehearsal) version for a speaking tour in Montana, I thread together shale developments, AI and data centers. The actual recording of “The Big Synch: New Era Economy and Innovation” was corrupted so I fortunately have this copy. It documents the “onset” after the initial policy push and announcements of January 2025.

A second video pulls together a working thesis of reindustrialization, which was then repeated many times over, including one AI model. Here I chronicle the original thinking.

It reflects where we have been, which informs where we are going. (First video recorded Feb 2025 and the second Jan 13, 2025)

However, when OpenAI came out with their economic blueprint, I decided to discuss what I had already been working on. I had been scraped.

In a Jan 13, 2025 preview, I discuss the themes I'll be presenting about at Montana World Affairs late March connected to my work in energy, reindustrialization and innovation. It also touches on upcoming work...in print with DCEO for their March magazine. (The Really Wild AI Ride)

[Pre-inauguration] on January 13th, I'm also responding to a few relevant ideas put forth by OpenAI in their recently released economic blueprint, based on my work observations and research of others. Specifically, I note AI data collection, energy and digital infrastructure, and the development of ecosystems.

I released this March 1, after my AI and digital infra work has just launched.