Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer
The bottleneck for AI has shifted from compute capacity to the electricity required to run it. The question for present users of large amounts - aluminium producers for example - is now, Can you prompt any cheap, knock-off LLM to rationalise your existence?
Or, Is my electronic broker short electronic gold yet?
This post sponsored by Acute Ergonomics and Quantum Neurological
CLEAN, GREEN and SERENE
BREAKING . . . IMF AGENT T CRUISE SHUTS DOWN MALIGN AI ENTITY. . .
Texas governor freezes data center rollout amid ERCOT power strain
The freeze on data center projects highlights the urgent need for sustainable energy solutions to balance technological growth with grid stability. . . DEVELOPING
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