AI’s Biggest Bottleneck Isn’t Chips. It’s the Power Grid.

Описание: AI data centers are being built right now that cost billions, packed with the best chips on earth, and still sit almost idle for one simple reason: they cannot get enough electricity to turn on at full power. In this video, we break down why access to power is becoming the real deciding factor in who wins the AI era.

AI is no longer scaling like normal software. It is scaling like heavy industry. We cover why the grid cannot move at the same speed, how transformer and substation bottlenecks slow projects for years, and why interconnection queues are turning “more compute” into a paperwork and infrastructure problem, not just a money problem.

You will also see the “location problem” that’s shaping where AI can grow, what this means for reliability and electricity prices, and who ends up winning when power becomes a competitive advantage. Finally, we lay out realistic fixes like demand response, smarter scheduling, efficiency, faster standardized upgrades, and better long-term planning.

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Timecodes
0:00 - Intro
02:45 - Why electricity’s become the limiting factor
05:02 - The interconnection backlog
06:55 - Why AI data centers stress the grid differently
08:52 - The location problem
11:29 - What this means for reliability and cost
13:59 - The winners and losers of the power-constrained AI era
16:03 - Realistic fixes
19:02 - Power shapes the AI future
20:29 - Outro
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