Tech Fail
NOTES: Schneider/ABB: The Concrete Fever Dream
Schneider Electric isn't the Nvidia of infrastructure; it's a plumbing crisis in a software suit. Why the AI hardware boom is literally melting the floor.
Tech Fail
Schneider Electric isn't the Nvidia of infrastructure; it's a plumbing crisis in a software suit. Why the AI hardware boom is literally melting the floor.
AI Bubble
Welcome to the AI Hotel California. Choking on Sedona humidity and lukewarm coffee while 80,000 H100s burn venture capital. The cloud is a locked cage.