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Supply chain limitations, such as the availability of chips and energy, will eventually create structural bottlenecks that limit the buildout of AI infrastructure.
“We don't have the nuclear power as it so turns out. We don't have the number of data centers. So, all these things are going to be limits.”
Alex Kantrowitz · May 2026 · 1 episode · 20K views on this topicExtracted by a model; may misattribute who said what.