The real AI bottleneck isn’t chips. It’s power
Electricity use is rising because the global economy is becoming more digital and electrified at the same time
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MOST of the attention on artificial intelligence has focused on chips: who makes them, who can buy enough of them, and which companies will win the race to build the largest models. That focus made sense in the early phase of the AI buildout.
But it may be causing investors to look past the industry’s next defining challenge.
The binding constraint on how fast AI can scale is no longer semiconductor supply. It is electricity. Nvidia CEO Jensen Huang has been direct about this.
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