15 Gigawatts Sitting Dark: Why AI's Real Bottleneck Is the Grid, Not the GPU
On 29 August Elon Musk put a number on the AI build that is not a chip count. Consensus estimate, he wrote: roughly 15 gigawatts of AI compute produced in 2027 cannot be turned on in 2027.
You can buy GPUs on a calendar. You cannot always buy electrons on one.That is the sentence sitting under Elon Musk's Saturday post, even though the numbers everyone will quote are solar.
