Hardware
The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital
The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. I
The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. In the Valley, the mantra was simple: If you have the chips and the juice, you’re winning. But as the market matures from experimental […] The post The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital appeared first on SiliconANGLE.
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Source: SiliconANGLE | 2026-04-27