Gobi X: Creating more energy for AI, not taking it from society

The hardest problem in AI is no longer the chip but the megawatt. For much of the past three years, the global AI race has focused on semiconductors, with governments competing for advanced chips, technology outfits scrambling to secure GPUs, and investors pouring billions into ever larger datacenters. Yet the binding constraint has shifted from compute to the power required to run it. For anyone trying to energize a new AI cluster today, the bottleneck is rarely silicon; it is grid access, inte