AI's bottleneck shifts from chips to power: model firms spend billions on turbines
TansuYegen · x · 2026-11-10
AI's bottleneck is no longer just chips, argues Tansu Yegen. When a model company spends billions on turbines for its own power generation, the industry is effectively admitting that energy access is becoming both a competitive moat and a climate problem at the same time — extending the compute race into an energy race.
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