Behind every AI breakthrough is a hidden story of electricity. From UPS systems to diesel generators to PUE, the real battle in data centers isn’t racks or chips, it’s power.
Okay well, sheesh, use the AI to figure out how to run the whole thing on less energy or in a smaller footprint or whatever you need it to be. It will give you a path. Whether you take that path will be up to you.
Fantastic breakdown of how power has become the hidden bottleneck for the entire digital economy. I really like the framing of ‘power as moat’. It captures how megawatts are now as strategic as land or fiber. The efficiency vs. availability tension is also spot-on. In the AI era, it feels like the winners will be those who can secure reliable megawatts first, and then optimize PUE second.
Okay well, sheesh, use the AI to figure out how to run the whole thing on less energy or in a smaller footprint or whatever you need it to be. It will give you a path. Whether you take that path will be up to you.
Fantastic breakdown of how power has become the hidden bottleneck for the entire digital economy. I really like the framing of ‘power as moat’. It captures how megawatts are now as strategic as land or fiber. The efficiency vs. availability tension is also spot-on. In the AI era, it feels like the winners will be those who can secure reliable megawatts first, and then optimize PUE second.
Your content is gold, keep it coming!
Power is the moat now and drive competitive advantage in the data center sector. Thanks for your support!
Thanks team. Another great post! What do you think is more of a bottleneck / Kingmaker: power or semiconductors?
Power is the key. Without power, we can't move forward with anything (compute, networking, storage).