Jigar Shah (@JigarShahDC)

Everyone's debating 1+ GW data centers like they're the new normal. How many are there now and how many do we actually need for frontier AI training by 2030? Can inference live at regional hubs? And what if we added compute at every telco tower that can handle 100 kW of compute? The answers are mo...

Everyone's talking about the AI data center buildout like it's just a money problem. It's not. There are 5 distinct hard constraints stacked on top of each other — and solving one just reveals the next. Why there is no way the US can unlock 100GW of AI compute by 2030....