AI’s next bottleneck isn’t chips. It’s transformers, grid capacity, and whether data centers can get enough power to turn the GPUs on.

AI’s power hunger strains grids and pushes data centres toward orbit

I’ve been visiting large AI data center projects in rural and industrial communities in the Midwest, Southeast and West, and I have found that two things can be true at the same…

AI’s next bottleneck isn’t chips. It’s transformers, grid capacity, and whether data centers can get enough power to turn the GPUs on.