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Synchronizing the Foundation of Scale
The Silicon Dislocation: Why GPU Dominance is Forcing a Re-Architecting of the Global Grid
The defining risk factor for the artificial intelligence supercycle has fundamentally shifted. In 2023 and 2024, the primary bottleneck was compute: securing TSMC wafer allocations and NVIDIA GPU shipments. Today, in the second quarter of 2026, the silicon supply chain has largely stabilized. Instead, a much harder, physical barrier has emerged: the global electrical grid.
Apr 64 min read
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