Comments Off on Data Centers – analysis by Mark J. Welch (Aug 2026)

Enron. That’s the most important keyword when evaluating AI data centers. https://en.wikipedia.org/wiki/Enron_scandal

How many of the mega-datacenters are owned, operated, controlled and contracted entirely through Enron-style style LLC & REIT shell companies, which could default on all environmental, power, water & community commitments?

• New: data center legislation: @techpolicy.press
• “Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems: Massive spending commitments for data-center leases and chips aren’t shown on companies’ balance sheets” @Wall Street Journal (Aug. 16, 2026)

Comments Off on Free Peering vs. Paid IP Transit: A Quick Explanation

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The goal of most businesses, I believe, should be to earn a profit from the sale of goods or services.

Over the past 20+ years, we’ve seen a succession of bizarre business models, in which little thought was given to “profit,” but instead to intermediate metrics (our web site needs visitors, eyeballs, clicks, engagement, etc.).  Many dot-com companies succumbed to ‘perverse incentives.’” Read more »

Comments Off on Bandwidth Prices Drop 90% Every 5 Years?

Wow!  Here’s an interesting chart from drpeering.net, showing the decline in internet transit (bandwidth) prices over the past two decades. Read more »

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The “Rack Unit” is a standard measurement for server height; one rack unit (U) is 1.75 inches. Read more »