Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
US AI's Bottleneck Shifts From Chips to the Power Grid
· 7:51
Episode US AI's Bottleneck Shifts From Chips to the Power Grid
Lead times for large transformers have stretched to as long as four years, so one ordered today could arrive just ahead of the 2030 deadline for connecting 50 gigawatts of data centers. The power grid, not chips, is now the binding constraint on US AI. That is why the CFR proposes turning Latin America into an energy and minerals bloc, backed by DFC and EXIM guarantees that would shift the region's risk premium onto the federal balance sheet.
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