Writing
Thinking on the intersection of AI, infrastructure, and capital delivery. New essays published here first, then shared on LinkedIn.
Data centre capacity is doubling, power is becoming the critical path, and memory prices are surging. The next competitive advantage in AI won't be a better model — it will be the ability to deliver the infrastructure fast enough, without losing control of cost, schedule, and risk.
Static monthly reports are no longer enough. The programs that win will be run on predictive dashboards, risk simulations, and early-warning indicators — controls that inform capital decisions rather than merely record them.
Every organization has dashboards now. Far fewer have turned them into better decisions. What infrastructure leaders actually need from their project data — and how to bridge the gap between the field and the boardroom.
As AI reshapes demand for power and infrastructure, governance has to keep pace. How portfolio decision intelligence changes the way we prioritize, fund, and control large capital programs.
Field teams speak in tasks and constraints; executives speak in capital and risk. The job of modern project controls is to translate between them — and that translation is where delivery certainty is won or lost.
Full essays are being published progressively. Follow along on LinkedIn for new pieces.