July 2026

Brains Over Brawn: A Smarter Approach to the AI Buildout

Brains Over Brawn: A Smarter Approach to the AI Buildout

By Uma Vatsa and Shailesh Mishra

The AI industry is making large, long-lived bets on future demand, even as the technology itself is becoming more efficient. If AI systems become cheaper to run, more efficient to train, or less dependent on massively centralized compute, some of today’s infrastructure may prove oversized, poorly located, or economically fragile.