Chips Take Six Months. The Box That Powers Them Takes Twenty-Nine.
You can get the chips in six months and the transformer to power them in twenty-nine. The AI boom's bottleneck is now concrete, steel, cooling water and a place in the grid queue.
InIUX24 Research Team275 reads
The AI industry, photographed honestly.
For fifty years, software was an escape from the physical world. Zero marginal cost. Infinite copies. No factory. The whole business model of Silicon Valley rested on the fact that shipping one more copy of a program costs nothing.
TopicsPolicy & Regulation
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