The real bottleneck in AI infrastructure: transmission, not electricity generation
The article examines the massive infrastructure buildout for AI, centered on the Stargate project in Abilene, Texas — a $40+ billion high-performance computing campus by OpenAI and Softbank. It argues that the primary bottleneck for AI expansion isn't electricity generation itself, but rather the transmission infrastructure needed to deliver power to data centers. The piece explores the challenges of grid capacity, permitting, and the physical logistics of powering the AI revolution at scale.
Key quotes
One of the most expensive projects in history is under construction in Abilene, Texas.
This joint venture, Stargate, is the flagship of a bigger project by the same name led by OpenAI and Softbank, and is expected to cost well over $40 billion for a high-performance computing campus that will train new generations of AI models.
Stargate is just one major project in one of the biggest investment booms in history, driven by the belief that incre
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