Category

AI Capacity Planning

These ideas connect AI infrastructure planning with power, hardware density, serving economics, and investment cycles.

How to recognize this theme

Infrastructure and finance terms used around data centers, GPUs, and inference economics.

In a daily board, this category groups terms by their shared role. Look for four cards that describe the same mechanism, risk area, or workflow rather than four words that merely sound similar.

Educational context

These entries are vocabulary notes for learning. They are not project endorsements, token recommendations, exchange rankings, or trading signals.

Power Purchase Deal

A power purchase agreement is a contract that defines how electricity will be supplied and priced for a large power user.

Rack Density

Rack density measures how much compute equipment, power draw, or heat load is concentrated in a data center rack.

Inference Margin

Inference margin compares revenue from serving model requests with the compute, energy, and operating costs of those requests.

Capex Cycle

A capex cycle is the pattern of large capital spending, deployment, and capacity use for infrastructure such as data centers.