Five frontiers defining the next wave of investments in AI infrastructure, each solving a structural limit that model scaling alone can't fix 🧵↗

1/ We've been mapping the AI data center stack — and the opportunity is hiding in plain sight. Everyone's talking about GPUs. The real bottleneck is physical infrastructure: power, permitting, cooling, and the grid. 🧵↗

The developer economy has always been restless. Languages rise and fall, framework preferences shift quickly, and developer love—once lost—rarely returns. But for years, these changes felt incremental: smoother CI/CD pipelines, cleaner API designs, faster deployment cycles. M…↗