Apr 21, 2026, 18:48

Tue, 21 Apr 2026 18:48:17 +0000
grid, powergrid, power, emissions, magnificent7, cloud, energy, datacenters, economy, markets, TimeToDeliver, projectmanagement, planning, infrastructure, aibubble

…
"The thesis is that the [physical and electrical] wall wins the first round, the demand narrative fractures in the second."

The first hints of invalidation would be if the Wood Mackenzie quarterly survey, expected in July 2026, reported power transformer lead times below the past assessment of 128 weeks.

https://shanakaanslemperera.substack.com/p/the-power-wall

#AIBubble #infrastructure #planning #projectManagement #timeToDeliver #markets #economy #dataCenters #energy #Cloud #magnificent7 #emissions #power #powerGrid #grid