Source: Azeem Azhar, Exponential View
The infrastructure constraints facing AI deployment reveal a critical bottleneck that no amount of algorithmic innovation can solve: power grids, water supplies, and real estate cannot scale at the same exponential pace as computational demand. This mismatch will likely reshape where AI development happens geographically, who can afford to build it, and whether current growth trajectories are actually sustainable. We’re entering a phase where the limiting factor shifts from talent and capital to the physics of the real world.