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
11 September 2026
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.
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Rather discuss it directly

Bring your own power envelope to the conversation.

How a licence is structured

Silicon is no longer the binding constraint. Power is.

Bring your own power envelope to the conversation.