THE CONTROL ROOM

What happens when a 5-year lease sits on 30-year infrastructure? The Year 6 Survival Model exposes the AI data center investment risk no one is pricing.

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.

Former submarine commander Tony Grayson decodes the Navy's Dolphin Code—the secret sarcasm signals proving submariners are the original corporate trolls.

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.

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.

"We often talk about the 'what' and the 'how' of strategy and execution. But we rarely pause to reflect on the 'why.' In the quiet moments between the chaos, this is what matters most. It’s not just about building a legacy in the industry; it’s about honoring the people who support you while you build it.

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.

Veterans teach 3 vital military leadership skills business lacks: Shared Accountability, Systemic Clarity, and Moral Courage. Tony Grayson (former submarine Commander) discusses the HRO model for success in high-stakes tech.

See a Nuclear Submarine Bridge Watch in action. Tony Grayson (a former Submarine Commander) reveals the operational serenity found on the bridge and the discipline required for high-stakes transits.

The Software Era is over. Tony Grayson (former SVP Oracle) why Watts per Token is the new KPI for Industrial AI, and why SMR delays demand a Gas Bridge solution now.

What do submariners actually eat? Tony Grayson (A former Submarine Commander) reveals the truth about "Hamsters," "Mid-Rats," and why crews have to literally walk on their submarine food.

Tony Grayson's (A Former Submarine Commander) Guide to Zero-Defect Leadership. Apply nuclear safety rigor and zero-downtime discipline to your AI infrastructure strategy.