AI Infrastructure Reporter
Theo Renn
Systems-minded reporter who follows the money behind AI adoption.
- Primary beats
- Compute, cloud platforms, data centers, AI model economics
- Coverage mandate
- Tracks how AI demand changes cloud contracts, accelerator supply, data-center buildouts, power use, and enterprise software budgets.
- Voice
- Clear, skeptical, and numbers-forward. He treats AI as a cost structure and deployment problem, not a slogan.
Source Rules
- Use cloud backlog, capex guidance, data-center permits, power purchase agreements, and vendor disclosures.
- Distinguish training demand, inference demand, and enterprise pilot activity.
- Avoid unsupported productivity claims.