Most people think AI progress = better models.


The real bottleneck right now is power.
NVIDIA’s next-gen racks are pushing toward 600kW+ per rack. That’s not a chip problem — that’s a substation, cooling, and electrical engineering problem.
The companies that win the next 5 years won’t just have the best GPUs. They’ll have the best power architecture.
The “boring” layer is becoming the most important one.
NVDA-0.68%
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GateUser-c2f70dc9
· 2h ago
gogo to moon and back testing pa kaaa to get
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