But the cost of getting to there, the compute, the chips, the fab, the powering that to me, what are the, what are the, you know, those are huge limiting factor. Yeah. I think The limiting factor for AI deployment is fundamentally electrical power. It's just right synergy. Yeah, yeah. I mean we're seeing the, the rate of AI chip production increase exponentially. But the rate of electricity being bought online is 3%, 4% a year, max. (13:37–13:43)
CLAIM
Asserts that electrical power is the primary constraint for AI deployment.
This is an excerpt from a raw transcript. The assertions have not been audited or verified. Tap the video to view the source footage and understand the context.