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AI's Real Bottleneck Isn't GPUs: Transformers, Copper and China's Grip

Nvidia ships chips at record pace, yet half of U.S. AI data centers planned for 2026 sit idle. The real constraint is a transformer costing 2% of a campus…

Giulia FerranteBy Giulia Ferrante Updated 24 Jul 2026 4 min read How we work

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