Most people don't realize the biggest bottleneck for AI isn't chips anymore, it's energy. And it's not even close. Greg Osuri, founder of Akash Network: "We have about $2 trillion in sovereign commitments, and most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn't." "To get a transformer today, 4 to 7 years. Samsung has $150 billion in pending orders." "A nuclear reactor from permit to power takes about 15 years. Gas turbines? Same problem. Energy doesn't move as fast as data centers do." This is the dark horse that could slow down the entire AI boom.

FT @gregosuri @akashnet