> The 120 Week Wall: Why Transformers (Not GPUs) are the Real AI Bottleneck?
https://geoconstraints.substack.com/p/the-120-week-wall-why-transformers
I pointed this out what, 2 or more years ago? Our grid is not able to sustain growth/expansion and is honestly at risk of failure/collapse from LPTs. The EIA has a report from several years ago that warns we have too many aged LPTs, many beyond their replacement date (+40 years old), and nobody is doing anything about it
And they cost a ton of money
And they take forever to build
And the biggest ones can't even be built in the USA anyway
https://geoconstraints.substack.com/p/the-120-week-wall-why-transformers
I pointed this out what, 2 or more years ago? Our grid is not able to sustain growth/expansion and is honestly at risk of failure/collapse from LPTs. The EIA has a report from several years ago that warns we have too many aged LPTs, many beyond their replacement date (+40 years old), and nobody is doing anything about it
And they cost a ton of money
And they take forever to build
And the biggest ones can't even be built in the USA anyway
