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The Control Room

The Control Room

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THE CONTROL ROOM

Where strategic experience meets the future of innovation.

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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, 20258 min read

Nvidia headquarters building with financial chart overlay, illustrating the disconnect between reported stock growth and the risks of circular vendor financing in the AI infrastructure market.

Nvidia headquarters building with financial chart overlay, illustrating the disconnect between reported stock growth and the risks of circular vendor financing in the AI infrastructure market.

The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble

Is the AI bubble bursting? Former Oracle SVP Tony Grayson exposes the collision of physics and finance: why 120kW cooling limits and $18B debt loads create inevitable data center obsolescence.

Tony Grayson

Nov 20, 20257 min read

Financial Times chart showing Oracle market cap from Jan 2025 to Nov 2025. The graph illustrates a sharp decline in value, highlighting a $60 billion loss following the Oracle OpenAI deal announcement, serving as a key indicator of the failing AI unit economics.

Financial Times chart showing Oracle market cap from Jan 2025 to Nov 2025. The graph illustrates a sharp decline in value, highlighting a $60 billion loss following the Oracle OpenAI deal announcement, serving as a key indicator of the failing AI unit economics.

The AI Unit Economics Trap: Does Oracle’s $300B Slide Signal the Bubble Burst?

Is the AI infrastructure bubble bursting? Oracle’s $300B drop reveals the AI unit economics flaw. Tony Grayson discusses why 14% margins create a solvency trap.

Tony Grayson

Nov 19, 20258 min read

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