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The AI euphoria surrounding NVIDIA and the hyperscalers is likely to hit its physical limits by 2026. While NVIDIA continues to develop increasingly powerful chips, the paradox is that this problem is intensifying: These high-performance processors require enormous amounts of electricity that the existing power grid simply cannot deliver. The bottleneck has shifted from GPU availability to power capacities, gas turbines, and grid infrastructure – and this bottleneck could last for a decade. For me, this signifies a fundamental shift in the...
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