Infrastructure Investment Decisions in Pre-Revenue AI Companies
Pre-revenue AI companies must design inference infrastructure before revenue arrives.
Dae-Jung Kwon
Section
Infrastructure Investment
6 stories in Infrastructure Investment.
Stranded Asset Risk in AI Infrastructure Investments
Financial models underestimate how fast AI hardware becomes obsolete.
Celeste Oforiwaa
Timing AI Infrastructure Investment Against Model Generation Cycles
Faster chips won't solve the bottleneck moving into memory systems.
Priya Subramaniam
Depreciation Schedules for AI Infrastructure Assets
GPU depreciation schedules encode infrastructure bets, not accounting conventions.
Priya Subramaniam
GPU Procurement Lead Times and Their Effect on AI Roadmaps
Hardware scarcity forces AI teams to optimize software rather than wait for more GPUs.
Dae-Jung Kwon
Infrastructure Refresh Cycles for NVMe Storage in AI Workloads
AI infrastructure now demands NVMe refreshes every two to three years, not five to seven.
Celeste Oforiwaa