Insight
Notes for the people who own the power budget.
Short technical notes, written for operators, licensees and the reviewers who can stop a deal. Every figure here is the same governed figure used everywhere else on this site.
- Note 01Capacity
Silicon is no longer the binding constraint. Power is.
Why power, not silicon supply, now sets how much AI capacity a data centre can run, and where headroom comes from without new plant.
Rather discuss it directly