The Stranded Compute Grid
The AI industry is obsessed with the data centers it has not built yet. The bigger story may lie in sites where the power position is already secured, but the compute capacity has yet to be unlocked.
Insights · Topic
grid
Power Is the Real Ceiling — and the Fastest Megawatt Is Already Plugged In
Not for lack of capital — but because capital could not turn into usable megawatts fast enough.