Annie 所长|Aug 17, 2026 02:09
"Time to start planning for the power bottleneck! IREN CEO:
1. Today's AI is like the dial-up internet era
You type in a complex prompt and have to wait 15-40 seconds—it's such a clunky experience. But this is just the beginning. Once response speeds improve in the future, human demand for AI will skyrocket exponentially. The current compute power consumption isn't even an appetizer yet.
2. The ultimate bottleneck for AI development is running power lines and building factories
Everyone's focused on algorithms and chips, but the real choke points are all in the physical world: electricity, steel, cement. Without a robust power grid, even the most advanced GPU is just a useless brick.
3. Not happening before 2030 at the earliest
How hard is it to get power? Just contacting the power company and confirming whether the land you bought can even get electricity takes 18 to 24 months of waiting. If you start planning a new gigawatt-level AI factory now, the first server won't be up and running until the 2030s.
#AI #Tech #Future #Innovation
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