Source: The Prof G Pod
The electricity infrastructure powering AI clusters is hitting physical limits faster than semiconductor production, a constraint that alters both the timeline and geography of AI deployment. Shah's framing shifts the bottleneck from vendor control (NVIDIA) to physics and regulatory approval—data centers need grid connections that take years to secure, meaning capital and permits now matter more than wafer starts. Energy policy and utility reform move from peripheral concerns to competitive advantage for countries and companies able to solve the grid problem.