AI’s Next Bottleneck is Plumbing – Fat Tail Daily
By now, you’ve probably heard the AI power story a hundred times. Data centres are devouring electricity. Grids are buckling. Nuclear is back in vogue. Fair enough. Power is a real constraint. But it’s also a well-understood one. Governments, hyperscalers, utilities, and investors are all working on it. The next bottleneck is less obvious —…