The AI Boom Has a Supply Problem No One Wants To Talk About

Recorded at NRS Studios In this episode of Another Look with Tiffany Georgopoulos, Tiffany breaks down why the AI boom may be much more than a software story. Using the California Gold Rush as the starting point, she explains how the largest opportunities may not only come from the companies building AI models, but also from the infrastructure, energy and raw materials required to make the AI buildout possible. Tiffany walks through the physical bottlenecks behind artificial intelligence, including data centers, electricity demand, transmission lines, transformers, cooling systems, nuclear power, uranium supply and copper demand. She explains why AI adoption can…