power bottleneck
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about power bottleneck, oldest first
May 15, 2026 neutral
Rangwalla: AI buildout is hindered by unprecedented simultaneous bottlenecks across sectors
“I mean, it's, I've never seen so many bottlenecks at the same time, and I think that is what makes it so hard, because if it's just one vertical slice that's the bottleneck, you can say, okay, well, if they put enough dollars in, they'll be able to solve the b…”