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Compute supply has become a real constraint on AI progress. Power approvals, local opposition, and chip delivery timelines are all pushing back when big clusters actually come online. A lot of algorithmic gains don’t just appear on their own — they depend on running large-scale experiments. When those experiments can’t happen, or have to be smaller, progress slows. This constraint doesn’t look like it’s easing anytime soon. If anything, it may get tighter.#ai

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