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THE CONTROL ROOM

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Aerial view of the failed Kemper Project construction site, illustrating the risks of massive capital expenditure (CapEx) on unproven technology. A cautionary tale for current AI infrastructure investment and data center scaling.

Aerial view of the failed Kemper Project construction site, illustrating the risks of massive capital expenditure (CapEx) on unproven technology. A cautionary tale for current AI infrastructure investment and data center scaling.

Is AI Infrastructure Overbuilt? An Operator's View on the $100B Gamble

Are your AI investments ignoring physics? Tony Grayson (former Submarine Commander and SVP Oracle) discusses how to avoid The Kemper Trap—where timeline pressure overrides engineering reality—and build resilient infrastructure.

Tony Grayson

Nov 25, 202510 min read

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