What is an AI Factory, Actually?
"AI factory" is not a technical term. It is three claims bundled together, and understanding which claim someone is making changes how you think about the next decade of technology.
Rene van Pelt
Apr 142026
The economics of idle GPUs
NVIDIA signed a $6.3 billion take-or-pay contract with CoreWeave through 2032. That contract is the thesis of this article in one sentence.
2026
What an AI agent harness actually is
The word "harness" is being captured by marketing faster than it's being defined carefully. A piece that hands readers the engineering vocabulary before the vendors set it for them.
2026
Energy for AI
Every gigawatt of AI infrastructure is a negotiation between a hyperscaler, a utility, a grid operator, a regulator, and a community. This piece describes where that negotiation sits right now.
2026