链研社|AI First🔶💧|May 24, 2026 23:22
Built so many computing power centers, but the GPUs ended up not being used. The ones that are completed are running at full capacity. Definitely over-invested in hardware, which might have exhausted the hardware demand for the next year or two.
The main bottleneck is in energy and land. No wonder existing Bitcoin mining companies are shifting to AI computing power and are being revalued.
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