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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
Mar 20
•
Justin Kollar
10
1
3
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
Mar 5
•
Justin Kollar
7
3
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
Dec 19, 2025
•
Justin Kollar
6
7
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…
Dec 16, 2025
•
Justin Kollar
9
3
10
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, 2025
•
Justin Kollar
26
5
10
Digital Capitalism's "Hidden Abodes"
Examining the Material Politics of the Cloud
Feb 18, 2025
•
Justin Kollar
12
8
The New Infrastructural Order
Looking at How Digital Industries are Rewiring Land, Power, and Resources
Feb 12, 2025
•
Justin Kollar
111
11
25
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