Microsoft has arguably been the biggest underestimator when it comes to AI power consumption and datacenter demands. That said, here's an interesting flip side—what if we crack the energy puzzle before hitting other infrastructure walls? The power bottleneck might resolve faster than everyone expects, while other constraints quietly become the real limiting factor. Worth pondering as datacenter buildout accelerates globally.
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Microsoft has arguably been the biggest underestimator when it comes to AI power consumption and datacenter demands. That said, here's an interesting flip side—what if we crack the energy puzzle before hitting other infrastructure walls? The power bottleneck might resolve faster than everyone expects, while other constraints quietly become the real limiting factor. Worth pondering as datacenter buildout accelerates globally.