Semiconductors and data centers are being built far slower than AI demand
robleclerc · x · 2026-08-04
The author argues that betting on semiconductors and data centers is effectively betting that we are in the singularity—but that society’s ability to build infrastructure is nowhere near matching the pace of AI progress.
The post is a concise take on the mismatch between explosive AI demand and the real-world speed of physical buildout.
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