What Arvind Narayanan thinks about infrastructure

@arvind-narayanan · 23 positions · On ppll ↗

Professor of Computer Science at Princeton University and director of the Center for Information Technology Policy; co-writes AI as Normal Technology with Sayash Kapoor.

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Only Arvind Narayanan on infrastructure. See everyone on infrastructure

2 dated positions, 2026, in their own words. Our reading of what Arvind Narayanan has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

1. 9 Jul 2026

   Our readingInfrastructure providers rarely capture the value they create.

   Their wordsFirst, infrastructure providers rarely capture the value they create.

   ↗Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-innormaltech.ai 1st of 3 in this piece

3. 9 Jul 2026

   Our readingAI, in its current hyperscaler/infrastructure form, risks falling into the same commodity trap that has affected past infrastructure industries.

   Their wordsWe believe that AI, at least in its current hyperscaler form, risks falling into the same commodity trap that has bedeviled so many previous infrastructure builders.

   ↗Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-innormaltech.ai 2nd of 3 in this piece