AnalysisTechnical·AI Hardware & ComputeThu, Apr 23, 3:17 PM
Power Is the Constraint. Investment Keeps Accelerating Anyway.
The AI hardware conversation this week keeps circling a single contradiction: energy limits are real, acknowledged, and completely failing to slow anything down. From Google's new TPU split to a multibillion-dollar chip deal for Mira Murati's new lab, the gap between what the grid can deliver and what the industry is promising keeps widening.