I pulled into the parking lot of Casa Jalisco for lunch one afternoon and stopped, because across the pavement at the Co-Op stood something that had not been there very long: a gleaming four-story building, blue glass, with ASML in white letters across the top.
The most strategically constrained piece of equipment in the global semiconductor industry, the company whose extreme ultraviolet lithography machines every leading-edge fab on Earth depends on, had put up a building across from a taqueria in Hutto, Texas.
I went in and had lunch. The building was still there when I came out.
That is the pace of it ? you go for enchiladas and the supply chain of the AI age has moved in across the parking lot.
Inside the Singularity is the account of a new industrial convergence accelerating in Texas ? semiconductor fabrication, autonomous vehicles, multi-gigawatt AI datacenters, orbital launches, and the massive capital flows binding them. Texas spent 180 years assembling the ground it landed on and is the only place that could host it.
Austin sits at the center of the AI-industrial revolution ? domestic supply chains all concentrating inside a forty-mile metropolitan radius, each one accelerating the others. The new builders have arrived, and they are pulling the world in with them. The trajectory now reaches toward orbital data centers, the lunar South Pole, and Mars.
What the book covers:
- The semiconductor supply chain reshoring accelerating across Texas ? Samsung's Taylor fab, TSMC's Arizona expansion feeding Texas assembly, ASML's Hutto facility, and the analog semiconductor ecosystem completing the silicon profile
- Hyperscale datacenter buildout at gigawatt scale ? Microsoft, Google, Meta, Oracle, and the emerging sovereign cloud deployments for federal and mission-critical clients
- Autonomous vehicles, robotics, and the manufacturing infrastructure supporting them ? Tesla, Rivian, and the industrial base being reactivated for the AI age
- The space-industrial layer forming above it ? SpaceX, orbital compute, lunar infrastructure, and the trajectory toward Mars
- The capital flows, policy environment, and workforce development that make it all possible
What makes this different:
Most AI books focus on the technology ? the models, the capabilities, the risks. Inside the Singularity focuses on the physical infrastructure making it all possible ? the fabs, datacenters, energy systems, and workforce being assembled at scale in a specific geography over a specific time period.
This is not futurism. Every project described is announced, funded, and in some phase of construction. The physical infrastructure of the AI age is being built in real time across a 40-mile radius centered on Austin, and the pace of construction is accelerating.
Written by someone who has spent his entire career inside the class of infrastructure being built, Inside the Singularity offers ground-truth analysis of an industrial buildout larger than any single country has attempted in modern history.