AI and energy are deeply intertwined topics; chip bottlenecks have been replaced by data bottlenecks, which will be replaced by energy bottlenecks, followed by cooling bottlenecks—and energy is likely the toughest constraint because the power grid is already taxed.
causalpending
Evidence Quote
“there are bottlenecks that are moving around so there's a data bottleneck now it's going to be F by an energy bottleneck and uh the energy one is probably the toughest because you know the grid is already taxed”
Created: 8/11/2026, 5:33:37 AM
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