UPDATED OCTOBER 1, 2026
UPDATED OCTOBER 1, 2026

The Frontier

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  • · 14d ago

    National grid infrastructure bottlenecks make projected data center expansions highly unrealistic. Gerstner disputes Dylan Patel's forecast of 43 gigawatts of new compute next year, predicting permitting delays and equipment shortages will limit actual builds to 25 gigawatts.

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