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Beyond the Boom and Bust—the Horizon of Consolidation and the Coming Scramble for AI Infrastructure

A new ownership layer is being constructed over AI's physical substrate before smaller players are forced to sell
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Fossil AI II—Petrodollars and the AI Infrastructure Boom
How Gulf oil wealth is funding the global artificial intelligence expansion while exposing the physical vulnerabilities of the digital age
 • Justin Kollar
The United States in Venezuela II—How to Sabotage an Oil State
How outsourcing Venezuela’s technological infrastructure established the blueprint for weaponized interdependence
 • Justin Kollar
The United States in Venezuela I—How to Build an Oil Empire
How legal architecture, elite collaboration, and U.S. firms locked Venezuela into a century-long extractive order
 • Justin Kollar
Behind the Federal Power Grab to Fast-Track AI
Inside FERC’s queue reforms, co-location fights, and a new national interconnection push as data centers transform grid governance
 • Justin Kollar
AI Industrial Strategy III—Executive Action and State Preemption to Override Local Data Center Opposition
The AI boom has turned data centers into one of the fastest growing categories of industrial development, with a resource footprint that is hard to hide…
 • Justin Kollar
Fossil AI I—Finance Capital's New Utility Frontier
Private equity, utilities, and regulators gamble on plausibly exaggerated data center forecasts and long-lived fossil assets
 • Justin Kollar
Semiconductors, Sprawl, and the Making of Arizona’s Techno-State
From Cold War defense plants to CHIPS subsidies, how speculative growth politics now serve global chip manufacturing
 • Justin Kollar
Cisco, Nvidia, and the Economics of Tech Bubbles
What the dot-com buildout and the AI expansion reveal about state policy, investor hype, and the burdens of infrastructure
 • Justin Kollar
The Structural Violence of Risk Management Behind the AI Infrastructure Bubble
How financial institutions sustain the AI boom by exporting risks to everyone else
 • Justin Kollar
Techno-Statecraft
Techno-Statecraft
Mapping the intersections of technology, governance, and power.
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