Anyone Build Datacenter Said
The sarcasm lands on a real industry truth: datacenter construction has quietly become one of the hardest bottlenecks in AI — grid interconnects, transformers, permitting and cooling all move at utility speed, not software speed. That undermines the popular take that compute will be trivially commoditized; if anyone could build, the scramble for power contracts wouldn't be this fierce.… more
For startups and neoclouds, the lesson is that access to powered shells is turning into a moat of its own, not a solved procurement problem. We'd only add that the constraint should ease as supply chains catch up — just not on the timelines most model roadmaps assume.
Anyone can build a datacenter, they said https://t.co/8iUs4ZXS2p
Source:
X — Sarah Guo
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