What does a $105 billion infrastructure deal have to do with my small business?” More than it first appears. It tells us something about where the industry believes AI demand is going. #74

TopCat AI Signal Report #74THE OTHER BIG SIGNAL: INFRASTRUCTURE IS GETTING MASSIVEWhile agents are learning to communicate, the physical infrastructure underneath AI continues expanding at extraordinary scale.Today, NVIDIA announced a guarantee of up to $105 billion supporting OpenAI’s 20-year lease of a massive Ohio data-center project. The facility is expected to begin with 800 megawatts and potentially scale dramatically beyond that.