⚡️ You have chips, money, and customers—but if the electricity doesn’t arrive on time, nothing can turn on. Microsoft has withdrawn from Nscale’s data center project in Essex, England, which, according to National Grid reports, may not receive adequate power until after 2030. Reuters notes that Microsoft has not explicitly stated its reason for withdrawing, but the timing of this move sharply highlights a bottleneck in the AI boom. We hear daily news of GPU purchases and multi-billion-dollar contracts—yet sometimes forget that AI requires real electricity, not just slides and chip orders. For Nscale, which is preparing for an IPO and has over $103B in contracted value, this isn’t just about one site—it raises the broader question: Can the power grid keep up with AI’s contractual demands? Compute can be bought—but the grid cannot be accelerated so easily. #AI #DataCenter #Microsoft #Nscale Source: https://t.co/9k19e3TL5E