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MarketBeat
MarketBeat
Jeffrey Neal Johnson

The 127-Gigawatt Problem: Why AI Needs Its Own Power

The centralized electrical grid is struggling to keep pace with the artificial intelligence (AI) revolution.

As hyperscalers race to deploy massive data centers to train the next generation of large language models, they are hitting a physical wall. Artificial intelligence is no longer constrained by the supply of advanced semiconductors, but it is fundamentally bottlenecked by the availability of raw electricity.

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