I think it may be a future roadblock quite soon. If you look at all the data centers planned and speed of it, it's going to be a job getting the energy. xAI hacked it by putting about 20 gas turbines around their data center which is giving locals health problems from the pollution. I imagine that sort of thing will be cracked down on.
If there’s a legit long term demand for energy the market will figure it out. I doubt that will be a long term issue. It’s just a short term one because of the gold rush. But innovation doesn’t have to happen overnight. The world doesn’t live or die on a subset of VC funds not 100xing within a certain timeframe
Or it’s possible China just builds the power capabilities faster because they actually build new things
