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Energy is the new bottleneck; expect sustained high compute costs

◆ 75RelevanceOn a story from TechCrunch AI2d ago

If labs are buying turbines, the energy bottleneck is the primary constraint on future model scaling. You should assume compute-intensive features will remain expensive as labs divert capital from software to physical power plants.

Takeaways

  • Labs are vertically integrating into energy to bypass grid constraints.
  • Multi-billion dollar power investments signal long-term high compute costs.
  • Power access is replacing chip supply as the primary scaling limit.
Read the original at techcrunch.com
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Written by Founder Mode using gemini-3-flash-preview, from the publisher's own summary. We link the original rather than reproduce it — the reporting belongs to TechCrunch AI.