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"The bottleneck is less electrons, it's delivered data center capacity." CoreWeave cofounder brannin mcbee says power isn't their main bottleneck:

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47,246 次观看 • 28 天前 •via X (Twitter)

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Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."

Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."

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For formulation teams, the bottleneck isn't finding formulation data. It's using it. PatSnap Eureka Formulation Agent is built for that shift.

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Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

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Economist Richard Werner says the data center boom isn't about computing power It's surveillance infrastructure and digital currency

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CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

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Not long ago, a bitcoin mine. Today, Helios is an operational AI data center. First data hall delivered to CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America. We're just getting started.

Not long ago, a bitcoin mine. Today, Helios is an operational AI data center. First data hall delivered to CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America. We're just getting started.

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Atreides Management's @gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is."

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We think AI is the bottleneck. Ashfaq Munshi says the real choke points are underneath it — wasted GPUs, heat, power, and an aging grid.

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Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

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Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

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Bloomberg reported 50% of data center projects have either been delayed or canceled. CoreWeave CTO Peter Salanki says the demand is actually surging: "If you see someone canceling something, it's not because of demand, isn't there. It's kind of the opposite. They have decided they need to build something twice as big. Three times as big and somewhere else."

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OpenAI member of product staff Alexander Embiricos describes the evolution of "Lord Bottleneck," an internal Codex loop developed by a single staff member that ultimately ended up creating a tight feedback and improvement loop for new user experiences: "This person on the growth team needed to figure out what experiments to run. And they needed to write code to run the experiment. Then they needed to analyze the experiment." "They started using Codex for each separate thing. So they had it run a bunch of analyses, interrogate the data, talk to Codex about the data. Then they would pick an experiment, and ask Codex to write the code. Then they would run the experiment, then ask Codex what the results of the experiment were. Then they would produce a deck." "All steps they were doing individually. They didn't start by saying, 'I'm going to automate this entire thing,' because that's hard and scary. They just started with using Codex to accelerate themselves." "Then, they started connecting all these things together into a giant skill. And one day, they just said [to Codex], 'Why don't you do this every morning?'" "They gave it a name: 'Lord Bottleneck.' Because it's solving the bottlenecks of friction for new users." "Now, every morning, Lord Bottleneck evaluates past experiments, looks at data, proposes some [new] experiments, and offers to the team to run the experiments. The team picks [what experiments to do]. Then Lord Bottleneck is like, 'Ok cool. Here's some code or whatever config that needs to be done,' runs the experiment, and they go and do the same loop the next day." "It's really serious value. I forget the numbers, but it's produced significant company value automatically through Codex."

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