AI's Biggest Bottleneck May Not Be Chips, but Power

AI is running into a major physical constraint: electricity supply cannot keep pace with rapidly growing demand.
AI chip production can scale quickly, but building power plants, transmission lines, substations, and transformers takes years.
Meanwhile, data center electricity demand is projected to nearly double by 2030.
The biggest constraint may not be how many AI chips manufacturers can produce, but how many can actually be powered.
No power, no AI.