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Dan Ives: Energy shortage > chip shortage for AI revolution in 2026

45    2026-03-23

AI hits wall on power, not GPUs. Data centers suck terawatts; grids strained; blackouts looming.
Data: AI factories need nuclear-scale energy; potential 49GW shortfall by 2027-2028.
Brutal truth: Winners optimize inference/edge/efficiency — not brute compute.
Will energy cap AI hype or force breakthroughs? Your take?
#AIEnergy #AIInfrastructure #TechConstraints

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