Michael Heinrich (Ø,G)(@michaelh_0g):And another article featuring my commentary on the capex issues with centralized blackbox AI and AI’s biggest constraint is rapidly shifting from compute to electricity, as surging data center demand outpaces the ability to build and connect new generation. As I told TheStreet, the biggest investment opportunities are likely to come from the physical infrastructure that accelerates power delivery, because the grid, not the GPU, is becoming AI’s primary bottleneck.

Michael Heinrich (Ø,G)

@michaelh_0g

CEO @0G_labs & exec chairman @stack0g: making AI good | Forbes 40 under 40 | Ex-Bridgewater, Bain, MSFT, founder Garten (ex top @ycombinator co) |

参加 May 2009

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Michael Heinrich (Ø,G)@michaelh_0g

2026.07.07 05:28

And another article featuring my commentary on the capex issues with centralized blackbox AI and AI’s biggest constraint is rapidly shifting from compute to electricity, as surging data center demand outpaces the ability to build and connect new generation. As I told TheStreet, the biggest investment opportunities are likely to come from the physical infrastructure that accelerates power delivery, because the grid, not the GPU, is becoming AI’s primary bottleneck.