The writer is global head of digital Infrastructure for KKR
When Thomas Edison lit up a block of lower Manhattan in 1882, the story wasn’t only about the lightbulb. It was also about the grid that needed to be built to light up the world. The early years of electrification were messy, with speculative booms, bankruptcies and rival standards. What endured was the infrastructure that propelled the modern economy.
Artificial intelligence is at a similar turning point. Breakthroughs in models and applications are breathtaking, and each leap increases pressure on the physical systems that power them.
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