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Synchronizing the Foundation of Scale
The CAPEX Frontier: Why Infrastructure Sponsorship is Replacing Traditional Venture Capital in the AI Race
As we evaluate the market in Q1 2026, the race for Artificial General Intelligence (AGI) has entirely shattered this model. Developing frontier AI is no longer a software engineering endeavor; it is an exercise in heavy industrial scaling. The barrier to entry is no longer talent or clever algorithms—it is gigawatt-scale, multi-billion-dollar Capital Expenditure (CAPEX).
Feb 24 min read
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