The AI Boom Keeps Hitting a Physical Wall
As Amazon’s copper deal shows, the biggest constraint on artificial intelligence isn’t computing power, but the slow, friction-filled systems required to build and power it.
As Amazon’s copper deal shows, the biggest constraint on artificial intelligence isn’t computing power, but the slow, friction-filled systems required to build and power it.
AI-driven demand is pushing the power grid to its limits, but the real constraint isn’t generation, but how slowly infrastructure moves through permitting, interconnection and approval.