SIGNAL MATTERS MORE THAN VOLUME

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Ground TruthCross-IndustryThe Missing Layer in the Orbital DatacenterEvery week seems to bring another announcement from the orbital compute sector. GPU clusters in low Earth orbit. On-orbit AI inference. Edge intelligence at the edge of the atmosphere. Hundreds of millions have been committed in 2025 and 2026 alone. The engineering is serious. Companies have put working hardware in orbit and trained AI models in space. But almost every announcement stops at the same point. The hardware exists, or soon will. What nobody is announcing is the commercial motion: the repeatable path from orbital GPU capacity to an enterprise…

Field NotesMiningThe Mine Loses Its Memory Before Production BeginsPicture a mine and you picture production: the trucks, the crusher and the ore moving.Field NotesMiningYou Bought the Machine. You Don’t Own the Data.Late last year, I spoke with several IT engineers at a major European energy company about connectivity options for offshore—and potentially remote onshore—assets.Reality CheckTelecommunicationsTelecoms Automation — you probably don’t need to wait for the platform.Telecoms automation doesn't start as a technology decision.

Field NotesThe Gap Nobody Owns Ground TruthIT/OT Convergence and the Limits of Digitization Reality CheckConnectivity is the Limiting Factor in Mining Digitization.

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