$Oklo Inc.(OKLO)$ Bain Capital's report reveals AI's computational demands are outpacing Moore's law by over 200%, potentially requiring 100GW of new US power capacity by 2030. Annual data center investments could hit $500B, yet even redirecting all IT/AI savings leaves massive funding gaps. The analysis hints at shadow forces potentially manipulating supply chains to throttle AI progress - their Bloomberg TV appearance last night emphasized that solving energy bottlenecks will make or break the AI revolution.
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