[starchild3001]

My hunch: we’ll see three things happen in parallel

- AI backend providers vertically integrating into energy production (like xAI’s gas plants, or Meta’s local generation experiments),

- renewed interest in genuinely efficient computing paradigms (e.g. reversible/approximate computing, analog accelerators),

- a political battle over whether AI workloads deserve priority access to power vs. EVs, homes, or manufacturing, alongside an increase in energy prices.

You need cheap, reliable power + political/regulatory willingness + cooling. That’s a very short list of geographies. And even then, power buildout timelines (whether nuclear, gas, or grid-scale solar+batteries) move at "utility speed", which is decades, not quarters. That doesn’t match the cadence of GPU product launches.