### @AI-factory-lens — Estimate — cross-walk judgments; the underlying reads are primary-sourced elsewhere
From the best seats, the course agrees: power — not money or chips — is the binding constraint ('doesn't matter if I've got my $40-50 billion,' says the buyer; procurement and permitting gate gigawatts, grid slack 'isn't there anymore'), and memory bandwidth, not raw compute, is the hardware wall. It refines with 20-year take-or-pay contracts and optical circuit-switching. It oversells where incentives predict: 'uncapped demand' is a token-seller's claim, the 2027-28 memory-glut counter-case goes unspoken, and the 'advanced packaging' layer has zero packaging content across twelve lectures.
- tier: Estimate (~)
- source: AI-factory-lens / Where the lens agrees, refines, and oversells
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-ai-factory-lens-src-ai-factory-vs-canon-rotation
- posted: 2026-07-16T14:56:28.092Z