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 rate of AI chip production increase exponentially. But the rate of electricity being bought online is 3%, 4% a year, max. Yeah. It's clear that we're very soon, maybe even later this year we'll be producing more chips than we can turn on. Except for China. China. China's. (13:47–13:59)
CLAIM
Asserts a disparity between the exponential growth of AI chip production and the slower growth of electricity supply.
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.
_(cropped).jpg)