Episode 13 How Energy and Power are Key Bottlenecks for the AI Boom with James West

Power availability, not chip supply, is becoming the real ceiling on AI data-center buildout, says veteran energy analyst James West.

• Power is the AI bottleneck: James West argues gigawatt demand from hyperscalers is outrunning grid buildout, calling power "the biggest constraint" and predicting a wall hits in 2026-27.
• Natural gas over nuclear/renewables now: West says gas turbines are today's dominant AI power source since nuclear isn't ready and renewables "haven't scaled enough yet."

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