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Most companies think of AI's carbon footprint as a data center problem. But the infrastructure powering your AI queries is rapidly diversifying — and each deployment model carries a very different sustainability profile. In this episode, Paul breaks down five emerging AI infrastructure options and what they mean for corporate emissions accounting.

Paul makes the case that as AI deployment shifts away from traditional cloud infrastructure, the CSO has to be at the table with the CIO and CFO. The deployment decision is one of the most consequential choices a company can make for its GHG profile — and right now, most organizations are making it blind to the emissions implications.

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Your electricity bill is going up — and data centers are a big reason why. In this episode, Paul cuts through the PR and misinformation to explain exactly how the AI data center boom is driving residential utility rate increases, even when hyperscalers claim to "bring their own power."

Paul breaks down four ways data centers are straining the grid and socializing costs onto ratepayers: backup power redundancy requirements, exploding capacity market prices, transmission infrastructure costs, and wholesale price contagion that can send electricity costs soaring for communities near new data center sites.

With most Americans now opposing data centers in their communities, Paul argues the AI economy needs systemic reform of electricity tariffs, market structures, and regulatory policy — fast — before residential consumers are left holding the bill.

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SpaceX just went public at a $1.7 trillion valuation — and a big chunk of that bet is on orbital AI compute. Space-based data centers: GPUs in orbit, powered by unlimited solar, cooled by the vacuum of space, free from earthly permitting headaches. It sounds elegant. But does the business model actually work?

In this episode, Paul breaks down the real promise and serious problems behind space-based data centers. He covers why terrestrial AI infrastructure is hitting hard limits on energy, water, land, and permitting — and why orbital compute is attracting serious capital as a result. Then he gets into the physics that SpaceX glosses over: the cooling problem.

Not investment advice — just eight minutes of honest physics.

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