Why do power grids decide the future of technology?

The power grid is the hidden bottleneck behind the entire digital future. Igor Beuker argues AI, electric vehicles, robotics, and data centers all demand enormous, reliable electricity, and without massive investment demand outruns supply. Everyone obsesses over the chip. He watches the wire. Compute is useless without power to run it. The energy story is the AI story.

Read the infrastructure thesis on the Math Man blog.

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