Google, Nvidia and Anthropic want to unlock 100 GW for AI — power may be the real bottleneck
TansuYegen · x · 2026-09-18
Google, Nvidia and Anthropic are pushing to unlock 100 GW of power for AI. The post argues that while chips get all the attention as AI's bottleneck, electricity may become the bigger constraint. The interesting idea: making data centers flexible loads that adapt to the grid, rather than just building more generation. AI infrastructure is starting to look less like a software problem and much more like an industrial one.
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