The Next Trillion Dollars in AI Will Be Built Inside the Trust Boundary
Private, sovereign AI is where enterprise value compounds. The next trillion dollars in AI will be built inside the trust boundary.
Private, sovereign AI is where enterprise value compounds. The next trillion dollars in AI will be built inside the trust boundary.
For most of the space age, “manufacturing in space” was a line item in a NASA study deck — a promising footnote perpetually one decade away. In the span of a few weeks this summer, it stopped being a footnote. SpaceX flew and recovered a purpose-built return capsule. A San Diego biotech printed human liver…
At Google Cloud Next last month, the company announced not one AI chip, but two. The TPU 8t for training, and the TPU 8i for inference. Different silicon, different architectures, different workloads. That split is the next step in the maturity of AI deployment and the realization that AI training and AI inferencing are inherently…
Cowboy Space just raised $275 million to build their own rocket. Not because they want to be in the launch business. Because there literally aren’t enough rockets available to put all the orbital data centers into space that people want to build right now. Let that sink in. The bottleneck on space-based AI infrastructure isn’t…
Balancing AI efficiency with human accountability and control. Every CFO in America suddenly has an AI strategy. Every CTO is burning budget on LLM experiments. Every board is demanding ROI from “their AI initiatives.” And yet, actual enterprise AI adoption remains stalled. This isn’t a funding problem. It’s not a technology problem. It’s a mythology…
The VC Shift: From Launch to Logic The orbital economy has hit a massive turning point. For the last decade, space investment was dominated by the “Rocket Renaissance”—essentially a race to see who could get mass into orbit for the lowest price. But as we move through 2026, the smart money has moved on from…
The Convergence of AI, Space, and Cloud: We are entering an era where artificial intelligence, satellite technology, and the cloud hyperscalers are converging in unprecedented ways. From AI datacenters in space to orbital edge computing, the boundaries between these domains are dissolving. This blog explores the technical, strategic, and business implications of this convergence. What…
The infrastructure requirements for agentic AI systems are fundamentally different from traditional machine learning workloads. While LLMs primarily need GPU and fast storage, AI agents require real-time orchestration, permission-aware data access, zero standing privileges and semantic understanding of enterprise information architectures. The Three Pillars of Agentic Infrastructure 1. Retrieval-Augmented Generation (RAG) at Scale Traditional databases…
The recent splashdown of the Artemis II mission marked the beginning of a new cis-lunar industrial era. With the Orion capsule, Integrity, safely back at the Johnson Space Center, the message is clear: the path to the Moon and beyond is paved by the Texas workforce. At the Space Workforce Incubator for Texas (SWIFT), we…
For the past two decades, the cloud storage playbook was as reliable as a RAID array. Whether I was working directly with enterprises, AWS, Azure, or Google Cloud, the mission was clear: find the data gravity, demonstrate that our “pipes” were faster and cheaper than the other guy’s, and move the petabytes. We cut our…