The AI race might eventually hit a wall that's surprisingly mundane: how fast the physical world can actually move compared to the digital one. Oracle is already bracing for possible delays at a huge Stargate data center, which tells you something about the gap between software timelines and reality. Code ships in hours. A data center needs acreage, power, capital, hardware, and construction that stretches across years. AI infrastructure simply can't keep pace with how quickly software evolves. The bottleneck isn't ambition, it's logistics. #Oracle
1h
The AI race might eventually hit a wall that's surprisingly mundane: how fast the physical world can actually move compared to the digital one. Oracle is already bracing for possible delays at a huge Stargate data center, which tells you something about the gap between software timelines and reality. Code ships in hours. A data center needs acreage, power, capital, hardware, and construction that stretches across years. AI infrastructure simply can't keep pace with how quickly software evolves. The bottleneck isn't ambition, it's logistics. #Oracle
1h
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