“The biggest issue we are now having is not a compute glut, but it’s a power and… the ability to get the builds done fast enough close to power,” he said. “My problem today… it’s not a supply issue of chips. It’s actually the fact that I don’t have warm shells to plug into.”
This is concerning about chip makers NVIDIA/AMD and the alike
Sounds like the word salad we've become used to hearing from Sam Altman about OpenAI.