Topic
Data Center Power
Stanford MS&E 435
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case
OpenAI’s compute lead is becoming an industrial-scale infrastructure problem spanning chips, power, cooling, land, and supply-chain coordination. The episode argues that agentic AI is shifting workloads toward inference, latency, and heterogeneous hardware, while long-term value may move from infra toward platforms and apps.
Stanford CS153 Frontier Systems
Stanford CS153 Frontier Systems | The Discipline of Delivering Value per Gigawatt
Amin Vahdat argues that frontier AI infrastructure should be judged by value delivered per gigawatt, not by raw capacity or capex alone. He explains how Google is scaling TPUs, networking, and data centers around reliability, system balance, and long-lead power constraints.