Latest / Connectivity Without Chaos - The Podcast
The Invisible Bottleneck - Why Power, Transformers, and Geography—not GPUs—Are Now Defining AI’s Future
AI may feel weightless, but its future is being shaped by steel, silicon, and a very stressed electrical grid. In this episode, we explore the physical realities throttling the AI boom: the three‑year wait for transformers, the geographic dominance of Texas and ERCOT, and the federal intervention reshaping interconnection rules. We break down why data centers are now vetting customers like venture capitalists, why public cloud economics are losing their shine, and how repatriation to dedicated hardware is becoming a strategic safe haven. If your AI roadmap assumes infinite scale, this episode…
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