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• Data Gravity

  Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.

  10 posts · theirs

Lately

• Who Makes Money When Inference Gets 10x Cheaper?

  Data Gravity · 2026-08-19

• The Rise of Inference Engineering

  Data Gravity · 2026-08-13

• Why AI Is a Storage Workload

  Data Gravity · 2026-08-08

• The AI Memory Stack

  Data Gravity · 2026-08-04

• How AI Tokens Are Made

  Data Gravity · 2026-07-30

• What a Gigawatt Costs

  Data Gravity · 2026-07-27

• The InfiniBand and Ethernet Wars

  Data Gravity · 2026-07-24

• Kimi: When Frontier Weights Become Open

  Data Gravity · 2026-07-18

• Who Captures Value in AI Infrastructure?

  Data Gravity · 2026-07-13

• The AI Networking Stack

  Data Gravity · 2026-07-05

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