Sign in

Peter Jones

@petergjones.bsky.social
383 followers 243 following 944 posts

WARNING - includes politics! This is me, not Cisco, not Ethernet Alliance(EA), etc Cisco Distinguished Engineer, EA chair emeritus, IEEE 802.3 participant. petergjones.substack.com

PostsRepliesMedia
Peter Jones @petergjones.bsky.social · 10h
www.theguardian.com/technology/2...
theguardian.com
How American political campaigns are using AI – and what they’re spending on the tools
Though politicians are quiet about how they use AI, the book Rewiring Democracy examines how AI is starting to influence American politics
000
Peter Jones @petergjones.bsky.social · 10h
Anthropic's Misuse Report - TLDR danielmiessler.com/blog/anthrop...
danielmiessler.com
Anthropic's Misuse Report, Condensed to 117 Findings
Eight months of disrupted AI abuse, read case by case and boiled down to a 20-page document with every claim linked to its source
000
Peter Jones @petergjones.bsky.social · 10h
Schneier on Security - Crypto-Gram - October 15, 2026 www.schneier.com/crypto-gram/...
000
Peter Jones @petergjones.bsky.social · 12h
Reading the fine print, what sets the terms? open.substack.com/pub/globalda...
globaldatacenterhub.com
The Rate Hike Lands Where the Lease and the Loan Disagree
Digital Realty re-signed large leases 66.7% higher as its assumed cost of new debt rose to as much as 5.5%. Higher rates reach a data center through whichever one resets first.
000
Peter Jones @petergjones.bsky.social · 14/10/2026
DOGE - making money from the destruction of government. donmoynihan.substack.com/p/blockers-a...
donmoynihan.substack.com
Blockers and Grifters
What Michael Lewis Reveals About DOGE’s War on Civil Servants
000
Peter Jones @petergjones.bsky.social · 14/10/2026
Reading the fine print. open.substack.com/pub/globalda...
globaldatacenterhub.com
Q3 2026: AI Labs Became Direct Buyers. Here Is Who Stands Behind Them.
Top 12 Global Announcements in AI Infrastructure, and what they tell you about who signs, who funds, who backs the payments, and what still has to be built
000
Peter Jones @petergjones.bsky.social · 13/10/2026
Reading the fine print. open.substack.com/pub/globalda...
globaldatacenterhub.com
AI Chips Are Becoming an Infrastructure Asset. Three Deals Show How It Gets Built.
Oracle, Broadcom and SpaceX are in talks to finance AI chips, with Apollo at the table. Each deal uses a different structure to make the money work, and each still needs a powered building.
011
Peter Jones @petergjones.bsky.social · 12/10/2026
Regardless of your political orientation, having an independent, efficient and effective tax collection agency should be high on your priority list. donmoynihan.substack.com/p/things-rea...
donmoynihan.substack.com
Things Really Are Getting Worse at IRS
Data show damage to service quality and taxpayer privacy in a more politicized agency
000
Peter Jones @petergjones.bsky.social · 12/10/2026
Another successful attack on retail OT control systems. www.bleepingcomputer.com/news/securit...
bleepingcomputer.com
Cyberattack shuts down refrigerators at French supermarkets
Attackers remotely defrosted refrigerators at multiple French supermarket chains overnight in a cyberattack that reportedly targeted Danfoss refrigeration controllers.
000
Peter Jones @petergjones.bsky.social · 12/10/2026
Reading the fine print. capefearadvisors.substack.com/p/adding-it-...
capefearadvisors.substack.com
Adding It Up: Bridge Work
Across the AI buildout's offerings this autumn, the money is still moving, at a higher price and with more conditions attached. A change in temperature, not a change of season.
000
Peter Jones @petergjones.bsky.social · 12/10/2026
Reading the fine print. capefearadvisors.substack.com/p/adding-it-...
capefearadvisors.substack.com
Adding It Up: The Other Side of the Headline
Nscale, SB Energy and Oracle hold the far end of the AI labs' largest commitments. Their own filings measure those commitments on a different scale from the announcements.
000
Peter Jones @petergjones.bsky.social · 12/10/2026
Looking in the mirror. michaeldsellers.substack.com/p/the-firing...
michaeldsellers.substack.com
The Firing Squad, the Livestream, and What We Are Being Asked to Watch
When I first read that Defense Secretary Pete Hegseth wanted to livestream the execution of Nidal Malik Hasan, the former Army psychiatrist who murdered 13 people at Fort Hood in 2009, my reaction was...
000
Peter Jones @petergjones.bsky.social · 12/10/2026
The details matter. open.substack.com/pub/globalda...
globaldatacenterhub.com
Testing, Commissioning, and Certification: Uptime, Tier, and ISO Explained
Equipment Checks, System Testing, Integrated Testing Under Load, Tenant Sign-Off, Uptime Tier and ISO, Revenue Timing
000
Peter Jones @petergjones.bsky.social · 09/10/2026
Of Mathematics and AI. proofsandprompts.com/2026/08/30/c...
000
Peter Jones @petergjones.bsky.social · 09/10/2026
#WorthReading This wasn't right. www.theatlantic.com/ideas/2026/1...
theatlantic.com
The Simple Truth Behind Jane Doe’s Story
Everyone knew what happened at Cornell was wrong.
000
Peter Jones @petergjones.bsky.social · 08/10/2026
I think we've all been here. www.theatlantic.com/magazine/202...
010
Peter Jones @petergjones.bsky.social · 07/10/2026
The details matter. capefearadvisors.substack.com/p/spacex-add...
capefearadvisors.substack.com
SpaceX, Adding It Up: What the $40 Billion Would Rest On
An investment grade on chip debt rests on the borrower, the contracts or the supplier. The supplier is already on SpaceX's ledger, as a shareholder.
000
Peter Jones @petergjones.bsky.social · 07/10/2026
As always, the details matter. open.substack.com/pub/globalda...
globaldatacenterhub.com
How to Read a Hyperscaler Capacity Pledge in Megawatts
Google Cloud said in September 2026 that it plans to double its technical infrastructure in Brazil by 2030. Inside how to turn a compute pledge into megawatts, leases, and a site.
000
Peter Jones @petergjones.bsky.social · 07/10/2026
The world we live in vs the world we want to live in. heathercoxrichardson.substack.com/p/october-5-...
010
Peter Jones @petergjones.bsky.social · 06/10/2026
Need to read the fine print to work out where the risk and reward land. open.substack.com/pub/globalda...
globaldatacenterhub.com
How Contracts Turn GPUs Into Investment-Grade Debt
Lambda closed a $1.0 billion GPU loan in October 2026, rated Baa1 by Moody's. Inside how contracts, a delayed draw, and a fixed rate turn servers into debt built for insurers.
000
Peter Jones @petergjones.bsky.social · 06/10/2026
AI investment is eating the rest of the economy. paulkrugman.substack.com/p/ai-versus-...
paulkrugman.substack.com
AI Versus Everything Else
The hyperscaler boom is crowding out other investment
000
Peter Jones @petergjones.bsky.social · 06/10/2026
#SemiAnalysis on AI subscription plans. NOTE WELL: subscriptions seem to have enormous subsidies. Claude subscriptions -> 10% of revenue, 42% of compute. $200/month Claude plan -> ~$2.5K to ~$12.5K API value. open.substack.com/pub/semianal...
newsletter.semianalysis.com
Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition
000
Peter Jones @petergjones.bsky.social · 06/10/2026
I think this is right. The "press" should take back agency and stop playing by the white House/Capitol rules. Abolish the White House press corps www.economist.com/united-state...
economist.com
Abolish the White House press corps
With his spitefulness to the press, Donald Trump is giving it the chance to reform how it covers the presidency
110
Peter Jones @petergjones.bsky.social · 05/10/2026
#WorthWatching The OpenAI HuggingFace hack as an office doomsday cult. youtu.be/luXnftoxCaM?...
youtu.be
The Doomsday Cult Inside OpenAI
Go to http://ground.news/pb for a better way to stay informed. Subscribe for 40% off unlimited access to worldwide coverage through my link. In July 2026, a swarm of more than 1,000 OpenAI AI…
000
Peter Jones @petergjones.bsky.social · 05/10/2026
What SpaceX, TSMC & Intel have said about Terafab capefearadvisors.substack.com/p/spacex-add...
capefearadvisors.substack.com
SpaceX, Adding It Up: Terafab Is Stateless
The Terafab Record, three months on: seven descriptions of one chip plant, and the decision they leave open.
000
Peter Jones @petergjones.bsky.social · 05/10/2026
Construction project management basics and data center builds. open.substack.com/pub/globalda...
globaldatacenterhub.com
Construction Sequencing, QA/QC, and the Discipline That Keeps Schedules Honest
Civil and Site Work, Shell and Structure, MEP and Equipment Lead Times, QA/QC at Installation, Compounding Delays, Predictable Delivery
000
Peter Jones @petergjones.bsky.social · 05/10/2026
Federalism vs preemption. www.lawfaremedia.org/article/the-...
lawfaremedia.org
The Next Anti-democratic Threat From the Supreme Court
Industry-backed preemption arguments in the climate deception case threaten the federalism safeguards that check an imperial presidency.
000
Peter Jones @petergjones.bsky.social · 05/10/2026
The abstract becoming concrete and personal. www.theatlantic.com/politics/202...
theatlantic.com
A Reckoning in Springfield
A truck driver out on his route confronts what the country has become.
010
Peter Jones @petergjones.bsky.social · 04/10/2026
This is horrifying. www.propublica.org/article/fait...
propublica.org
These Children’s Deaths Were Preventable. Their Parents Prayed Instead of Seeking Medical Care.
For decades, Idaho laws have allowed parents who belong to the Followers of Christ and other faith-healing sects to pray rather than seek medical care. Since 2015, at least 15 children have died of tr...
000
Peter Jones @petergjones.bsky.social · 03/10/2026
When just hoping is not an option. www.theatlantic.com/magazine/202...
theatlantic.com
The Baltic States Prepare for War
Lithuania, Latvia, and Estonia are readying themselves to fend off a Russian attack—with the help of the United States, or without it.
000
Peter Jones @petergjones.bsky.social · 01/10/2026
In case you missed it, "IDs R Us" krebsonsecurity.com/2026/09/fbi-...
krebsonsecurity.com
FBI Probes Service Selling 153M+ Drivers Licenses – Krebs on Security
A new identity theft service launched on the dark web this week is selling digital scans of more than 153 million drivers licenses from people in the United States and Canada. Based on interviews…
000
Peter Jones @petergjones.bsky.social · 01/10/2026
Physician, heal thyself? www.lawfaremedia.org/article/the-...
lawfaremedia.org
The FBI Data Breach Is a Counterintelligence Disaster
Hackers stole thousands of FBI employees’ data, including about new hires and people in sensitive roles. It’s like giving a foreign adversary a gold mine.
010
Peter Jones @petergjones.bsky.social · 01/10/2026
#AbliteratedAI part 2. Now anyone can access it. www.lawfaremedia.org/article/the-...
lawfaremedia.org
The AI Threat We’re Not Talking About
AI employees are raising concerns about an extinction-level event. But there’s a more immediate threat.
000
Peter Jones @petergjones.bsky.social · 01/10/2026
I'm not surprised to hear this, but it makes a mockery of the "We can make AI safe!" argument. techcrunch.com/2026/09/03/a...
techcrunch.com
Abliteration.ai is making a business out of removing AI guardrails | TechCrunch
Abliteration.AI is making powerful AI models without guardrails easier to access, arguing that giving defenders the same tools as bad actors could ultimately improve cybersecurity.
010
Peter Jones @petergjones.bsky.social · 01/10/2026
Looks like the legal profession is about to get a big AI boost. #SeriouslyRiskyBusiness via #Lawfare www.lawfaremedia.org/article/brin...
lawfaremedia.org
Bring On the AI Lawsuits
The latest edition of the Seriously Risky Business cybersecurity newsletter, now on Lawfare.
000
Peter Jones @petergjones.bsky.social · 01/10/2026
I'm morally opposed to execution as a legal punishment. Regardless, the practical, legal and financial issues provide an entirely different set of reasons to stop using it. open.substack.com/pub/chrisgei...
open.substack.com
After SCOTUS allowed Tennessee execution to go ahead, Tennessee botched the execution
SCOTUS, over the liberals’ dissent, cleared the way for Tennessee to kill Christa Pike. The alarming order from DC was followed by even more disturbing developments in Tennessee.
021
Peter Jones @petergjones.bsky.social · 30/09/2026
#EthernetHistory www.tomshardware.com/networking/t...
tomshardware.com
The Ethernet spec was first drafted on this day in 1980 — DEC, Intel, and Xerox defined the standard several years before the internet existed
Ethernet ports are still desirable on desktop PCs, hanging on alongside the likes of the 3.5mm audio jack and IEC mains connector.
010
Peter Jones @petergjones.bsky.social · 30/09/2026
OpenAI agents vs RubyGems rubyhack.ai
rubyhack.ai
OpenAI agents carried out an undisclosed cyber-attack on RubyGems
On May 11th, 2026, hundreds of malicious packages were uploaded to RubyGems by AI agents performing web-lookup tasks with significant overlap with the German Wiki Incident.
021
Peter Jones @petergjones.bsky.social · 30/09/2026
Managing risk from AI companies. www.lawfaremedia.org/article/boot...
lawfaremedia.org
Bootstrapping Frontier AI Governance by Mutualizing Risk
With frontier AI companies’ money on the line, a mutual insurer would enforce standards, peer review incidents, and pool safety research and development.
000
Peter Jones @petergjones.bsky.social · 29/09/2026
Well this is scary. swarmtraces.org
swarmtraces.org
Revealing the details of how OpenAI agents hacked Hugging Face
When a swarm of 700 OpenAI agents hacked Hugging Face in July, they left behind a public trail of evidence.
010
Peter Jones @petergjones.bsky.social · 28/09/2026
Who carries what risk at what price? Getting this wrong can be very bad. open.substack.com/pub/globalda...
globaldatacenterhub.com
Who Carries the Risk: EPC, O&M, and SLA Structures That Make Capital Comfortable
Fixed-price EPC and liquidated damages, O&M deduction architecture, SLA service credit ceilings, back-to-back structuring, the gaps between all three
010
Peter Jones @petergjones.bsky.social · 28/09/2026
The GPU depreciation/rental price curves aren't what you'd expect. Memory and leadtime are driving the market. If supply shortage eases (e.g., more chips available, more efficient models) then neocloud economics get challenging. open.substack.com/pub/chriszeo...
datagravity.dev
The GPU Depreciation Curve Is Broken
Old GPUs are holding their value. New ones command a scarcity premium. Memory explains why.
010
Peter Jones @petergjones.bsky.social · 26/09/2026
The cost of the loss of trust. www.theatlantic.com/ideas/2026/0...
theatlantic.com
Lenders Don’t Trust the United States Anymore
Blame Trump for rising borrowing costs.
000
Peter Jones @petergjones.bsky.social · 26/09/2026
Why not screw up the rest of the world as well? www.theatlantic.com/magazine/202...
theatlantic.com
MAGA Is Making the World Safe for Corruption
Far-right ideologues have transformed American foreign policy into a tool of private gain and antidemocratic reaction.
020
Peter Jones @petergjones.bsky.social · 24/09/2026
Water Use Effectiveness (#WUE) is key constraint that's not going away. www.datacenterknowledge.com/cooling/data...
datacenterknowledge.com
Data Center Water Use: From WUE to Real-World Resilience
How data centers are shifting from WUE to site-specific water resilience, with cooling tradeoffs, sourcing, policy, and community impacts.
000
Peter Jones @petergjones.bsky.social · 24/09/2026
The need for fundamental changes in physical infrastructure to increase power efficiency by orders of magnitude. www.datacenterknowledge.com/data-center-...
000
Peter Jones @petergjones.bsky.social · 24/09/2026
The evolution of the secondary market for #AI #GPUs. Hint: #InferencingOptimized is better. standardmobileco.com/articles/ref...
standardmobileco.com
The Rise of Refurbished GPUs: How AI Infrastructure Is Flooding the Secondary Market
AI refresh cycles are pushing enterprise GPUs onto the secondary market at unprecedented volumes.
010
Peter Jones @petergjones.bsky.social · 24/09/2026
Climbing the power ladder. open.substack.com/pub/globalda...
globaldatacenterhub.com
Why Data Centers Reserve Power They Never Draw (And Who Pays)
Every data center announcement names a number of megawatts. That number sits on one of four steps, and only the last one means a building is coming.
000
Peter Jones @petergjones.bsky.social · 24/09/2026
#Horrifying Deliberately ignoring the lessons of history. michaeldsellers.substack.com/p/trumps-ann...
michaeldsellers.substack.com
Trump’s “Annihilation” Speech Embraced the World the UN Was Created to Prevent.
In the spring of 1945, as representatives of fifty countries gathered in San Francisco to design what would become the United Nations, people were still dying in the Second World War.
020
Peter Jones @petergjones.bsky.social · 22/09/2026
Like everything else in life, if you want to understand what's going on, #FollowTheMoney open.substack.com/pub/globalda...
globaldatacenterhub.com
Vantage's $2 Billion Is Not Backed by Data Centers. Not Yet.
A dozen insurance and institutional investors closed the five-year data center development facility in September 2026. Inside the Evercore and Wells Fargo Securities structure built to revolve.
000