『#452 - Data Centers, Power, and the Race to Space』のカバーアート

#452 - Data Centers, Power, and the Race to Space

#452 - Data Centers, Power, and the Race to Space

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The demand for AI compute is exploding, but is growth truly exponential? Dillon breaks down why power generation — not construction — is the real bottleneck holding back data center expansion, and how that ripple effect hits memory production, GPUs, and fab manufacturing (Micron, TSMC, NVIDIA). He also explores how legislative gridlock in the U.S. could push data centers overseas to the Middle East, or even into orbit, as SpaceX's Starship makes space-based compute a surprisingly viable option.


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