2026.07.10 16:00

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

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