AI demand is growing much faster than the physical infrastructure needed to support it. Compute infra (electricity, data centers) can take years to permit and build, creating bottlenecks. Owners of scarce, energized compute capacity (power producers, data centers, and AI cloud providers) stand to capture the most value. submitted by /u/dumpshoot
Originally posted by u/dumpshoot on r/ArtificialInteligence
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