In diesem Artikel wird dargelegt, dass sich die Einschränkungen für die KI stillschweigend verschoben haben. Es ist keine Modellqualität mehr, es sind keine Chips, es sind keine Ingenieure mehr. Es ist Netzzugang. Megawatt. Übertragungsleitungen und Genehmigungsverfahren, die durchschnittlich vier Jahre dauern, bevor etwas gebaut wird.
https://open.substack.com/pub/whatsyourwhy85/p/the-grid-is-the-new-data-center?r=5kk1dt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Ein Kommentar
**Submission Statement:**
A few things I think are worth actually discussing:
We’re already watching „cognitive geography“ take shape. AI compute is clustering around energy hubs the same way factories used to cluster around rivers. Virginia, Texas, Sichuan, the UAE. What does that mean long term when intelligence literally scales where power is cheap and available?
The regulatory infrastructure governing energy was mostly built in the 50s and 70s. Average transmission project review runs 4+ years. Nuclear licensing still runs on frameworks from the Atomic Energy Act. Is real reform on the table or are we just structurally stuck with this bottleneck for the next decade regardless of what anyone wants?
And there’s a question the infrastructure conversation almost always skips: not just how to get more compute per joule, but whether certain AI workloads should be powered at all. Who actually decides that?
Curious what people think the real leverage points are. Policy, geography, hardware efficiency, something else entirely?