I think it may be a future roadblock quite soon. If you look at all the data centers planned and speed of it, it's going to be a job getting the energy. xAI hacked it by putting about 20 gas turbines around their data center which is giving locals health problems from the pollution. I imagine that sort of thing will be cracked down on.
If there’s a legit long term demand for energy the market will figure it out. I doubt that will be a long term issue. It’s just a short term one because of the gold rush. But innovation doesn’t have to happen overnight. The world doesn’t live or die on a subset of VC funds not 100xing within a certain timeframe
Or it’s possible China just builds the power capabilities faster because they actually build new things
We will spend more time in the space until we see bigger roadblocks.
I really wished energy consumption was a very big roadblock that forced them into still researching.