Open Weights Are Only the Beginning: Expensive Tokens and Scarce Megawatts
Models Can Be Downloaded. The Compute, Power, and Cooling Needed to Make AI Broadly Accessible Cannot.
Insights · Topic
power
From AMD Advancing AI 2026: Helios Is More Than a New Rack
It is a reordering of roles across the AI infrastructure industry
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.
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.