The AI Data Center Lie Is Falling Apart

The AI infrastructure story was always bigger than GPUs, bigger than cloud announcements, and bigger than vendor promises. The real issue was power. For the last few years, hyperscalers, analysts, and the broader market pushed a narrative that massive AI data center capacity was right around the corner. But anyone who understands infrastructure, utilities, and grid expansion should have known the math did not work. You cannot announce enormous data center growth and assume the power grid will magically keep up.
In this video, I break down why the AI data center capacity crunch was completely…