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The AI Infrastructure Shock: Why Compute, Power and Capital Are Out of Sync | Live Keynote
Compute is moving at software speed. Infrastructure is not.
Recorded live at the NYU Data Center & AI Infrastructure Forum on October 7, 2026, this special Dirt to Data episode features my opening keynote, The AI Infrastructure Shock.
The rapid expansion of artificial intelligence is creating a synchronization challenge across compute, power, capital, construction, and permission. Announced projects are multiplying, but turning those announcements into operational infrastructure requires far more than land and a megawatt figure.
In this keynote, I examine why a site is not a project, why…
The skinny
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