The Great Infrastructure Bottleneck: Why GenAI’s Next Phase is About Atoms, Not Bits

Credit: Paul Campbell

Or why genAI’s success now depends less on algorithm breakthroughs and more on solving fundamental infrastructure challenges. Companies and investors must rapidly evolve beyond traditional tech frameworks to succeed in this new reality where bits meet atoms at unprecedented scale.

In less than two years, Generative AI has toppled so much of the conventional wisdom around innovation, business, and finance that it can be hard to keep up. However, as some observers debate the short-term returns on GenAI and valuations, a far more sweeping transformation is happening around the globe that demonstrates just how profoundly this technology is redefining the analytical frameworks that investors have used to understand the world.

I made the case over the summer about the need to see the bigger picture and recognize that GenAI represents a profound moment of Discontinuity. There may be no starker example of this than the tidal wave of announcements involving tech giants placi…