avkcode.github.io/blog
- title
- avkcode.github.io/blog
- type
- entity
- summary
- avkcode's blog — AI industry analysis, geopolitical AI economics, infrastructure and hyperscaler dynamics
- tags
- blog, ai-industry, geopolitics
- created
- 2026-05-21
- updated
- 2026-05-21
avkcode's GitHub Pages blog. Short essays on AI industry economics and geopolitics — who's winning, why the scorecard most people use is wrong, what the actual decisive layers are (chips, power, cloud, data, developer ecosystems). Reads as policy-flavored industry analysis from someone watching the infrastructure side.
Ingested articles
- avk-us-ai-race — The US is winning the AI race where it matters most: cloud and data, not papers or engineer counts; with the electricity price table, the European catch-up math, and a weaponized-AI postscript
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