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AI Industrial Strategy Under Trump 2.0, Part III
How federal executive action and state preemption laws are attempting to blunt local resistance to data centers
14 hrs ago
•
Justin Kollar
3
5
Fossil AI—Finance Capital's New Utility Frontier
Private equity, utilities, and regulators gamble on plausibly exaggerated data center forecasts and long-lived fossil assets
Dec 4
•
Justin Kollar
16
1
8
November 2025
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
Nov 28
•
Justin Kollar
7
6
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
Nov 21
•
Justin Kollar
26
5
10
The Structural Violence of Risk Management Behind the AI Infrastructure Bubble
How financial institutions sustain the AI boom by exporting risks to everyone else
Nov 7
•
Justin Kollar
15
2
3
October 2025
The Compute-Industrial Complex
Inside some of the coalitions turning America’s AI boom into a new model of infrastructural enclosure, deregulation, and state-capital coordination
Oct 30
•
Justin Kollar
13
10
Argentina’s Bailout and the New Digital Extractivism
The fusion of austerity and AI "innovation" turns crisis management into a frontier for U.S. power and corporate profit
Oct 20
•
Justin Kollar
10
1
2
September 2025
Who Profits From the AI Boom? Following the Money in the Cloud Economy
Tracing how debt, utilities, land, and chips shape the uneven flow of profits across the AI stack
Sep 26
•
Justin Kollar
45
3
9
North Carolina and Other States Are Turning AI Into Industrial Policy
Local resistance meets statewide ambition in the rush to build AI infrastructure
Sep 17
•
Justin Kollar
9
5
Is Your Cloud Account Funding the Next Forever War?
U.S. techno-capitalism has long fused commercial innovation with large-scale systems of military power
Sep 5
•
Justin Kollar
16
5
August 2025
Dark Fiber—an Archaeology of the Dot-Com Bubble
The fiber laid in the 1990s built enduring routes for digital power and profit
Aug 28
•
Justin Kollar
30
7
8
Powering Silicon Valley's AI Dreams
How San José and Santa Clara’s Utility Models Shape the Region’s Data Center Boom
Aug 21
•
Justin Kollar
11
4
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