Training AI happens in giant campuses. Inference, the next wave, needs compute close to the people using it, and many states don’t have the network to support it.
Recorded in Austin, Eric and Lance sit down with Bryan Lubin of Moonshot Energy, a former private banker and chief credit officer who now underwrites power, land, and compute. Bryan explains the infranet. Moonshot and Connected Nation Internet Exchange Points are deploying modular AI pods next to internet exchange points at university campuses, starting at 25 sites and scaling to 125. In states without a local exchange, traffic travels hundreds of miles before it’s answered. For self-driving trucks and robotics, that delay is a serious problem.
Plus what modular should mean (precast concrete pods, not metal boxes), closed loop cooling built with Data Airflow, sites under five megawatts, a six to eight month timeline from dirt to data, and why OEMs now want proof a site is ready before they ship servers.
Bryan’s advice closes the show. Be who you are, stay focused, and expect to fail. That’s how you learn.
If you use your phone, you use a data center. Get to know what’s good and what’s bad.
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eller tillsammans med, Poddtoppen.
