Constraints Cap AI Growth
16:04–16:58 · 54s
He lists physical bottlenecks — chips, cooling, and grid hookups — as hard brakes on AI CapEx hypergrowth, even if demand remains robust.
16:04–16:58 · 54s
He lists physical bottlenecks — chips, cooling, and grid hookups — as hard brakes on AI CapEx hypergrowth, even if demand remains robust.
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