Land Powered Shell

topic on 1 show · 1 statements across 1 episodes

the MAD Podcast

1 statements about Land Powered Shell, every show

MAD Assertion Not checkable as stated
Balaban: Utility power commitments and MEP equipment are AI's main bottlenecks
“But broadly in the industry, the thing that is the main bottleneck is basically land-powered shell, which is basically land that is entitled to have a certain amount of megawatt commitment from a utility. And then of course the data center and the mechanical e…”
Stephen Balaban Jun 18, 2026 ▶ 11:11 The GPU Myth: State of AI Compute 2026 | Stephen Balaban

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