# The chips are ready, the circuits aren't — watts are the new silicon

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2025-06-27
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** Beyond GPUs: How Decentralization Can Solve AI's Biggest Scaling Bottleneck \| Day 2 \| Crypto x AI (Blockworks)
- **Watch at:** 00:04:34 — https://www.youtube.com/watch?v=JgD4BzHEcu4&t=274s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2025-06-27-the-chips-are-ready-the-circuits-aren-t-watts-are-o3fk/
- **Cite as:** Greg Osuri, "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), 27 Jun 2025, 00:04:34. https://www.youtube.com/watch?v=JgD4BzHEcu4&t=274s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

The power-is-the-bottleneck thesis with the Gartner 2026 forecast and current utility pushback as evidence.