The Nine-Month Doubling
AI chip deployment is doubling every nine months, and $690 billion in datacenter capex is committed. The constraint on intelligence is becoming a construction schedule.
BY BLAZARAEL7 MIN
Where the curve is taking us. Essays with a defensible thesis, a time horizon measured in years, and a WHAT WE DON'T KNOW block at the end — because most publications fake certainty.
Screens were a fifty-year detour. As models learn to negotiate the world on our behalf, the question is no longer how we talk to machines — it is what remains of the world they hand back to us.
AI chip deployment is doubling every nine months, and $690 billion in datacenter capex is committed. The constraint on intelligence is becoming a construction schedule.
Six frontier releases in six weeks, and the spec sheet quietly converged: a million tokens of context is the new floor. What that changes about building with these models.