AI Power Bottleneck — Interactive Research Deck

From the post

Had early access to Gemini 4 Argon - so I asked for slides on the AI power bottleneck. It synthesized 8 years of 10-K filings, FERC queue data across all 6 US grid operators, 17 gigawatt cluster buildouts, and a decade of GPU thermal specs. And I got this interactive deck 🤯

— @venturetwins