Control the Pipes: From Compute Scarcity to Board Approval

23/09/2025 9 min Episodio 34
Control the Pipes: From Compute Scarcity to Board Approval

Listen "Control the Pipes: From Compute Scarcity to Board Approval"

Episode Synopsis


Powell talks while the real game goes industrial: Nvidia’s $5B Intel stake buys optionality, Microsoft plants “nation-scale” datacenters in Wisconsin, and Beijing turns chips into foreign policy. We translate record-watch markets into moves you can execute this week - reserve baseline compute, design dual-venue inference, and package strategy as a one-page, board-ready narrative that actually gets funded.