The real bottleneck? Power generation. Everyone's talking about AI scaling, but they're missing the actual hard part—the electrical infrastructure. It's not just about having juice; you need to transform voltage into something data centers can actually run on. Then there's cooling. Data centers pull insane amounts of power, and all that energy becomes heat. Without proper thermal management, your servers are toast.
And here's where it gets interesting: once we crack humanoid robotics, the energy demands multiply again. These aren't just compute problems anymore. Physical automation changes the equation entirely. The real constraint isn't silicon or algorithms—it's kilowatts and infrastructure. That's what's going to determine how fast this technology actually scales in the real world.
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metaverse_hermit
· 14h ago
Power is the real bottleneck, and this point is spot on. The concept of computing power is虚的; in the end, it still depends on infrastructure.
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Cooling systems are really easy to overlook; how often do we hear news about servers burning out?
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NGL, the humanoid robot part is the true energy black hole, and the electricity demand will need to double by then.
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So ultimately, it's still infrastructure that can't keep up with ambitions, which is why big companies are争抢电力资源.
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Honestly, compared to breakthroughs in algorithms, I'm more concerned about whether the global power grid can handle this wave of demand.
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FOMOmonster
· 01-07 09:49
The power infrastructure sector has really been seriously underestimated. I was talking about this last year, and yet a bunch of people are still hyping up chip breakthroughs, haha.
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BlockchainTherapist
· 01-07 09:41
Honestly, the power infrastructure has been underestimated all along. Just shouting about AI computing power is not enough; without electricity, everything is pointless, and cooling is even more troublesome.
Once humanoid robots are up and running, their power consumption will skyrocket. Infrastructure truly is the ceiling.
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Chips are not the bottleneck; the power grid is.
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Wait, so we're still stuck on transformers and cooling liquids? It seems much more complicated than I imagined.
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Haha, finally someone pointed it out. Everyone's talking about GPUs, but no one really cares about how data centers avoid burning down.
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The logic behind humanoid robots is interesting. Will energy demand really double? Or is it just alarmist talk?
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With electricity costs so high, is commercialization still feasible...
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Infrastructure is the real moat, much more complex than algorithms.
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AirdropHustler
· 01-07 09:25
The issue of power bottlenecks is really true. Everyone is hyping up how awesome AI is, but in reality, it's all about infrastructure.
That's a valid point. When it comes to cooling, people only think about computing power and never consider the cost of servers being baked into charcoal.
The humanoid wave is coming, and energy demand will need to double. At that point, just investing in chips won't be enough; the power grid must also be upgraded... that's the real bottleneck.
Right now, there are a hundred times more people speculating on concepts than building infrastructure. Capital always wants to skip the hardest step.
The real bottleneck? Power generation. Everyone's talking about AI scaling, but they're missing the actual hard part—the electrical infrastructure. It's not just about having juice; you need to transform voltage into something data centers can actually run on. Then there's cooling. Data centers pull insane amounts of power, and all that energy becomes heat. Without proper thermal management, your servers are toast.
And here's where it gets interesting: once we crack humanoid robotics, the energy demands multiply again. These aren't just compute problems anymore. Physical automation changes the equation entirely. The real constraint isn't silicon or algorithms—it's kilowatts and infrastructure. That's what's going to determine how fast this technology actually scales in the real world.