big M ?

BIG M ready ?

⚡🚨Elon Musk warns: AI won't face a chip shortage, the real crisis is 'no power available'
Over the past three years, everyone has been chasing the same bottleneck – chips.
Insufficient production capacity.
Yield issues.
Advanced process nodes are a choke point.
Every lab, every tech company, and every government is vying for access to computing power.
But the next crisis Elon Musk recently pointed out is no longer about shortages.
It’s about – unusable surplus.
By the end of this year, chip production will exceed the ability to debug those chips.
When this statement holds true, the logic flips.
Chips are no longer the scarcest resource.
Electricity is.
The question has shifted from 'Who can produce more silicon'
to 'Who can actually power up the silicon.'
Chip production can be scaled up.
Data center construction can be expedited.
But power plants cannot be replicated like GPUs.
Grid expansion requires time, approvals, land, fuel, and transmission systems.
You can order tens of thousands of high-end accelerator cards,
but you can't build a gigawatt-level power facility within three months.
What does this mean?
AI hardware worth tens of billions of dollars
may sit idle due to power shortages.
It’s not broken.
It just can’t be powered on.
Computing power is about to scale up.
Energy will once again become a core variable.
When each supercomputing cluster consumes hundreds of megawatts of electricity,
power density itself becomes a strategic resource.
Over the past three years, research has focused on process nodes, packaging, and interconnect bandwidth.
What will determine success or failure next
It's about grid capacity....