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US Bets $389 Million That Power, Not Just Chips, Is AI's Next Bottleneck
Washington is funding power-conversion technology for AI data centers and fusion, and taking minority stakes in the companies. The money comes from the CHIPS R&D budget.
AI Data Centers' Next Bottleneck: Getting Power From the Grid to the GPU
Securing a gigawatt of power does not mean a gigawatt reaches GPU compute. The next fight in AI infrastructure is happening inside the data center, over how little electricity gets wasted before it reaches the chip.
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