The key limitation right now is energy and data centers. Chip production is outpacing the construction of data centers and their connection to the electrical grid.
Interview with Jeremie Eliahou Ontiveros and Ajey Pandey from SemiAnalysis.
Source: - https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai
Jeremie Eliahou Ontiveros: https://x.com/JeremieEO
Ajey Pandey: https://x.com/GridGodAjey