Stankovic.
Signal, not noise

News & Analysis

Original takes on what's actually moving in AI infrastructure and engineering. Curated, argued, not comprehensive.

JUL 07
9 min read
The Layoff Everyone Blamed on AI, Where the Company Said AI Wasn't the Reason

Microsoft cut 4,800 roles and went out of its way to say AI didn't do it. The gap between what companies claim and what economists see is now the actual story, and this week produced unusually clean evidence for both sides.

AI
JUL 06
6 min read
Compute Financing Is the New Battleground

In a single week, NVIDIA started financing the buyers of its own chips, Meta hinted it might sell compute instead of buying it, and Together AI raised $800M. The FLOPS aren't the story anymore. The balance sheet is.

INFRA
JUL 06
5 min read
Cost Per Token Is Where the Fight Moved

vLLM shipped 0.24.0, SGLang landed agent-written kernels, and NVIDIA claims DeepSeek V4 got 5x cheaper to serve on Blackwell in a month. A look at where the marginal cost-per-token wins are actually coming from.

AI
JUL 06
4 min read
The Constraint Is Electrons, Not Chips

A former Bitcoin miner just signed a $19B, 20-year lease with Anthropic, and Brookfield 5x'd its fuel-cell financing framework to $25B. The pacing item for the AI buildout isn't silicon. It's power, and the capital to secure it.

INFRA