Key Concepts - Demand for AI Compute
Training Compute vs Inference Compute
Reasoning / Test-Time Compute
Token Economics (Tokens per Watt)
Sovereign AI
On-Device Compute
Local AI
Distributed Compute
Agentic AI
World Models (Spatial Intelligence)
Embodied AI / Robotics
Key Terms: Compute Infrastructure
Hyperscalers, Neoclouds, Colocation, Edge Compute
AI Accelerators (GPUs, TPUs, ASICs/custom silicon)
High Bandwidth Memory (HBM)
Rack-scale Computing
Scale-up vs Scale-out Network
Rack Density
Solid State Transformers
800 VDC (Volts Direct Current)
Power Usage Effectiveness (PUE)
Key Concepts - Energy
Behind-the-Meter / Distributed Energy Resources (DER)
Reciprocating Gas Engines
Fuel Cells / CHP (Combined Heat & Power) / Solid Oxide
Battery Energy Storage Systems (BESS)
Bring Your Own Capacity (BYOC)
Hydricity Scenario (Hydrogen + Electricity
The sector coupling of molecule pipelines & wire electrons.
Fuel cells allow kW/MW behind the meter solutions.
Related terms:
Gas-to-Wire; Power to X; CHP- Combined Heat Power
Emerging Disruptive Concepts
Energy-based Models (EBM)