The most underappreciated structural shift in AI infrastructure is not the scale of investment — it's the power density. Average rack densities are about to jump 10-25x in less than a decade.
The Density Cliff: From 8 kW to 200 kW and…
The most underappreciated structural shift in AI infrastructure is not the scale of investment — it's the power density. Average rack densities are about to jump 10-25x in less than a decade.