The Next Platform reports that while GPUs and RAM are still in short supply, the more serious constraint on AI expansion is electrical capacity. Building and operating large AI data centers requires enormous amounts of power, and that power does not arrive by itself—it has to be wired, connected, and maintained by qualified electricians.
That workforce is not scaling as fast as AI demand. The article identifies the shortage of electricians as the real bottleneck, meaning projects may stall not because the hardware is unavailable, but because there are not enough people to install and manage the electrical systems.
The piece does not dismiss the GPU and memory shortages; it acknowledges them. But it argues that the industry's focus on chip supply misses the deeper problem: without enough electricians, even a steady flow of hardware cannot be put to work.