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AI’s Next Bottleneck Isn’t Chips — It’s Power

AI’s Next Bottleneck Isn’t Chips — It’s PowerBy: Sarah J. Lundrigan Published on: 09/01/2026

NVIDIA says Rubin aims to cut AI token costs ~10x. Elon warns the bottleneck is power, transformers, and cooling. Here’s what it means and the opportunities.

AI for Business
AI’s Next Bottleneck Isn’t Chips — It’s Power