AI Megaproject Infrastructure

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  "summary": "Analysis of AI infrastructure buildout economics. Individual frontier data center campuses cost \\$10-50B and require 100MW-1GW+ power each. Stargate commits \\$500B over 4+ years. 2025 big tech AI capex exceeds \\$320B. Key constraints: TSMC advanced packaging (CoWoS), power grid connections (2-5 year lead times), and cooling at density. The infrastructure race creates geographic and economic lock-in, with implications for safety governance and concentration of power.",
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