AI as infrastructure, not spectacle

The model avalanche is the surface expression. Underneath: Nscale raised $2 billion for AI physical infrastructure — power, racks, chips, cooling. Google found half of 2025's zero-day exploits targeted enterprise systems. Microsoft reports hackers integrating AI into every phase of operations — reconnaissance, phishing, malware — using languages like Nim and Zig to evade detection. AI is becoming weather: an ambient condition that everything else operates within. CPI data drops tomorrow. Nvidia ...