AI's shortage cascade: chips → memory → energy
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“Look at AI data centers alone: first we saw a chip shortage, then we are seeing a memory shortage — memory has gone up four times the cost… then we’re starting to see energy shortage. We can’t even buy a transformer without waiting four years; we can’t buy a turbine without waiting 14 years. The amount of stress on resources — anything AI touches — is just unbelievable.” — 02:12:26
Context: Quantified snapshot of AI-driven resource scarcity; he says this trickles down to fundamentals — food, shelter, and water.