The biggest constraint on AI infrastructure isn't models or chips --- it's electric power and grid capacity. Hyperscalers and data centers need massive megawatts, but electricity grids (especially in the U.S.) can't keep up with demand growth. Building new generation and connecting
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The biggest constraint on AI infrastructure isn't models or chips --- it's electric power and grid capacity. Hyperscalers and data centers need massive megawatts, but electricity grids (especially in the U.S.) can't keep up with demand growth. Building new generation and connecting