The Infrastructure-First Era: How Power, Minerals, and Systemic Bottlenecks Are Redefining the AI Buildout
Executive Overview The artificial intelligence boom has officially transitioned from a speculative gold rush driven by software capabilities to a high-stakes, capital-intensive engineering race dominated by physical infrastructure. For years, the conversation surrounding generative AI was defined almost exclusively by software breakthroughs, algorithmic parameter scaling, and the relentless acquisition of graphics processing units (GPUs). However,…
