# "Watts are the new silicon"

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2025-06-24
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** Akash Accelerate 2025: Official Livestream (Akash Network)
- **Watch at:** 04:28:19 — https://www.youtube.com/watch?v=wiVrlo7XJA0&t=16099s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2025-06-24-watts-are-the-new-silicon-pvzk/
- **Cite as:** Greg Osuri, ""Watts are the new silicon"," Akash Accelerate 2025: Official Livestream (Akash Network), 24 Jun 2025, 04:28:19. https://www.youtube.com/watch?v=wiVrlo7XJA0&t=16099s

## Quote — verbatim

> Gartner predicts by 2026, 40% of all new AI data centers may not be able to get enough power to run. That's not a future risk. It's a near-term constraint. In this new era, watts are the new silicon. Power isn't just an input. It's the bottleneck and the battleground.

## Context — site annotation, not spoken

His signature framing of energy as the binding constraint on AI; precedes the three levers (efficiency, clean supply, decentralized compute).