"Compute is about power": the AI race's real bottleneck is energy, not chips
_sholtodouglas · x · 2026-11-11
A widely shared one-liner from Daniel Tenreiro: "Everything is about compute. Except compute. Compute is about power" — pointing out that the real constraint behind the AI compute race is energy supply, not chips.
More from Infra
- Small sites cost up to 3x per token vs data center campuses, but routing software closes the gap — antavedissian · 2026-11-12
- The next 1,000x of AI inference won't fit in giant data centers: 41% runs below 20MW — antavedissian · 2026-11-12
- Small AI sites under 20 MW mostly skip the permitting fights battering big data centers — antavedissian · 2026-11-12
- Analyst: 41% of all AI inference will run below the 20 MW line by 2031 — antavedissian · 2026-11-12
- Sosumi Eval: Apple Docs Access Lifts Coding Agent Pass Rates from ~33% to 94-98% — JordanMorgan10 · 2026-11-12
- AWS CEO Matt Garman: AI inference hasn't even reached 1% of its eventual size — rohanpaul_ai · 2026-11-12