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The important signal in Nscale's filing is not its proposed valuation. It is the operating model: AI infrastructure can scale revenue quickly while consuming extraordinary amounts of capital.
Karnataka is treating data centres as a resource-planning problem, not only a real-estate problem: its new five-year policy links capacity growth to electricity, water, renewable energy, cooling, connectivity and locations beyond Bengaluru.
The interesting part of Huawei's new architecture is not a single chip: it is an attempt to make very large collections of heterogeneous processors behave like one computer.
The infrastructure shift is simple to state but difficult to implement: AI data centers could adjust computing demand in response to grid conditions, potentially changing how large new facilities are interconnected.
