Author
Vedang Vadalkar, CFA, PMP
Project manager, Vancouver
Vedang Vadalkar is a project manager in Vancouver with nine years in construction, from structural design in Mumbai to the cost team on California High-Speed Rail, where he reconciled the program's budget and ran change control.
He is a CFA charterholder and a certified Project Management Professional (PMP), and holds an MS in Civil Engineering from Stanford University and a BE in Civil Engineering from Mumbai University.
He built Aerarium Research. His articles here are built from SEC filings and look at the construction behind the companies building AI infrastructure.
Research by Vedang Vadalkar
- AI's backlog is a construction schedule
· Edited
AI backlogs at CoreWeave, Nebius and Oracle become revenue only as fast as data centers get built, and the terms that allocate delay risk are redacted.