The Aroko Letter

The infrastructure of intelligence
A bi-weekly letter on the Grid-Silicon Order — the coupling of energy and compute that determines where AI lands.

Most Recent

Oct 2, 2026

Price or Permission

If Washington won't set the rules for building AI, can states and towns step up?

Sep 21, 2026

Full Speed Ahead

When frontier labs keep asking to slow AI development and nothing with the authority to do so has taken effect anywhere, can international cooperation step in?

Sep 3, 2026

The Guarantee Gap

Nvidia, AMD, and Anthropic are financing the AI buildout with guarantees and warrants instead of cash, and the public still can’t price what those promises would cost if called.

Aug 20, 2026

No Exit to Orbit

A viral 1,000x claim runs up against the physical constraints that actually govern AI's growth

Aug 5, 2026

The Hostage Chip

Three forces are fighting over the world's memory supply and why relief is geopolitical

Jul 21, 2026

The Allocation Ratchet

How Washington, not the market, decides who gets the scarce inputs the AI buildout and everyone else are bidding for, and why it won't give that power back

Jul 8, 2026

The Sovereign Meter

How sovereign states, not markets, are coming to set the price and terms of intelligence, and reshaping who controls the AI buildout

Jun 24, 2026

The Grid Bill Comes Due

The fight over where AI gets built has moved from securing power to paying for the grid that delivers it, and Washington just passed up its chance to decide who pays.