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THE CONTROL ROOM
Where strategic experience meets the future of innovation.
Data Center Infrastructure
The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble
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.
Tony Grayson
Nov 20, 20257 min read
The AI Unit Economics Trap: Does Oracle’s $300B Slide Signal the Bubble Burst?
Is the AI infrastructure bubble bursting? Oracle’s $300B drop reveals the AI unit economics flaw. Tony Grayson discusses why 14% margins create a solvency trap.
Tony Grayson
Nov 19, 20258 min read
The Cloudflare Outage November 2025: Why Your Resilient Architecture is Just Operational Theater
The Cloudflare Outage in November 2025 wasn't just a glitch; it was a systemic failure. Tony Graysion, who is a former Submarine Commander, explains why your resilience is just theater.
Tony Grayson
Nov 18, 20257 min read
The AI Debt Bubble 2025: Is "Shadow Debt" the Next 2008 Crisis?
Is an AI market correction coming? Tony Grayson explores the risks of Data Center SPVs, SASB financing, and the $800 billion gap between AI infrastructure spending and revenue. Focus Keyword: AI Debt Bubble
Tony Grayson
Nov 13, 20256 min read
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