The chips are ready, the circuits aren't — watts are the new silicon
Beyond GPUs: How Decentralization Can Solve AI's Biggest Scaling Bottleneck | Day 2 | Crypto x AI (Blockworks)
“By 2026, Gartner warns that 40% of all new AI data centers may be unable to secure sufficient power to operate. Some utilities are already pushing back — in parts of Texas and Virginia, projects are being paused or denied outright. This isn’t because the chips aren’t ready. It’s because the circuits aren’t. We’re facing a hard truth: in the age of AI, watts are the new silicon.” — 00:04:34
Context: The power-is-the-bottleneck thesis with the Gartner 2026 forecast and current utility pushback as evidence.