Description

Description: AI didn’t hit a wall because of chips. It’s hitting a wall because the power can’t reach the servers. This episode breaks down why electricity and infrastructure quietly became the real bottleneck.

We’ll talk about:

• Why AI data centers are turning into heavy industry, not just tech
• The hidden choke points: grids, transformers, permits, and interconnection queues
• How batteries, solar, and legacy power sites are buying time through 2026–2028
• Where the real investment edge is if AI growth becomes power-constrained

Keywords: AI infrastructure, data centers, power grid, electricity bottleneck, transformers, batteries, solar energy, hyperscalers, AI investing, grid constraints