Locator: 49350LDC.
The chokepoints:
- right now: access to blades;
- this next year: putting blades on-line;
- Nvidia, AMD, copper, fiberoptics
- next few years with the build-out: cooling
- five to seven years: access to affordable electricity
The moat is the wherewithal to put that all together -- capital --- guts --- out-of-the-box thinking.
Control of compute: link here. Jargon: compute.
