THE CONTROL ROOM

OpenAI Advertising: OpenAI announces ChatGPT ads after Sam Altman called advertising "uniquely unsettling." AI infrastructure expert Tony Grayson analyzes what this signals for the $5 trillion AI bubble and data center investors.

AI Nuclear Investment Risk is real: NuScale failed, TerraPower slipped 5-7 years, HALEU doesn't exist. Tony Grayson's Rickover Test before you deploy capital.

Former submarine commander analyzes AI infrastructure financing risks in JLL's 2026 outlook: $870B debt, GPU-backed loans, no secondary market for collateral.

Tony Grayson analyzes Jensen Huang's CES 2026 bombshell: NVIDIA Vera Rubin runs on 45°C warm water. No chillers needed. The era of total refrigeration is over.

NVIDIA’s $20B Groq deal reveals a massive GPU Stranded Asset risk. Ex-Oracle SVP Tony Grayson breaks down Inference Economics and the $1.4T OpenAI threat.

Nvidia vs Cisco: Why a former submarine commander and Oracle SVP thinks AI infrastructure is heading for utility economics. The bear case isn't collapse—it's compression.

Learn the 7 critical requirements for quantum ready data center design, including vibration isolation, magnetic shielding, and cryogenic cooling topology. Build for 2050, not just 2025.

The Fermi stock crash explained: FRMI dropped 33% after its anchor tenant walked. A former submarine commander breaks down why AI nuclear data centers can't outrun physics.

Why do marketing charts show Open Source at only 11% market share when adoption is over 70%? The answer lies in the "Hidden Stack." This post analyzes the real trends in AI infrastructure spending, why the shift from Training to Inference is exploding, and why the smart money is moving from software licenses to megawatts.

The market is missing the $300B shift from AI Training to Inference. Discover why "bit barns" are out and how the shift to edge infrastructure turns the "cash burn" of models into a recurring revenue engine.

Why is Nuclear for Data Centers delayed? We analyze the engineering reality of the SMR timeline, including ASME code testing, thermal creep, and HALEU shortages. Discover the realistic 2035 roadmap.

We explain the difference between AI and AGI using a simple analogy: why today's AI is just a 'campfire' of pattern matching, not the 'nuclear fusion' of true thought.

Data center security is an illusion. Discover why physical infrastructure vulnerability, from Ashburn's conduits to subsea cables, is the real threat to global uptime.

From Replicator to MDO, Tony Grayson (former submarine Commander) discusses why modern units must operate in GPS-denied zones. Northstar Enterprise & Defense delivers the ruggedized Tactical Edge Computing needed for 'Zero Reach Back' warfare.

Avoid stranded capital as AI leases shorten. Tony Grayson (former SVP Oracle) discusses why an industrialized data center strategy is the only hedge against volatility for 30-year assets.

SMR Market Correction confirmed: The AI Infrastructure timeline requires a Gas-to-Nuclear Bridge strategy. Tony Grayson (Former SVP Oracle and Submarine Commander) discusses the true cost of service and deployment risk.

Are your AI investments ignoring physics? Tony Grayson (former Submarine Commander and SVP Oracle) discusses how to avoid The Kemper Trap—where timeline pressure overrides engineering reality—and build resilient infrastructure.

Your Business Continuity Plan won't survive reality. Learn how to build true Operational Resilience using stress-testing strategies from the Nuclear Navy.

Former Sub Commander Tony Grayson breaks down realistic SMR timelines for AI data centers. Discover why the "2028" promise is a myth and what CIOs must do now.

Is the AI bubble bursting? Former Oracle SVP Tony Grayson exposes the collision of physics and finance: why 120kW cooling limits and $18B debt loads create inevitable data center obsolescence.