"Power is probably the forever bottleneck": Grid delays threaten the AI race.

The rapid growth of AI is facing a significant hurdle due to the slow pace of expanding the U.S. electrical grid, which requires lengthy permits and bureaucratic processes. This bottleneck could stall the AI race, according to a Goldman Sachs report, which highlights energy infrastructure as a major risk amid Wall Street's concerns over the debt incurred by AI investments. The implications are vast, as the lag in power infrastructure could jeopardize trillions of dollars in planned AI-related spending, potentially reshaping the competitive landscape in tech and innovation.