Power Constraints
topic on 1 show · 1 statements across 1 episodes
1 statements about Power Constraints, every show
Matthew: Hyperscalers hype power constraints to induce third-party infrastructure overbuilding
“So if you think about that from a power standpoint, my incentive in that scenario would be to talk up power constraints, right? Saying that there's not nearly enough of it. We need to build so much. Like this is the greatest cycle because that will incent spec…”