Hello, I wanted to share with you all a interactive map of the economics and physics constraints of the AI buildout. It has macro drivers, industrial chokepoints, and where that shows up in markets.
I've added 393 nodes and 562 edges to capture other supply / physics constraints as well.
I'll be checking to answer any questions here! Please let me know what you think!
Hello, I wanted to share with you all a interactive map of the economics and physics constraints of the AI buildout. It has macro drivers, industrial chokepoints, and where that shows up in markets.
I've added 393 nodes and 562 edges to capture other supply / physics constraints as well.
I'll be checking to answer any questions here! Please let me know what you think!
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