2026-01-02 17:26:15

Recently, I read an in-depth analysis report on the energy bottleneck of ultra-large-scale AI computing, which made me realize that the previous bubble theories might be about to be proven wrong by reality.

The core logic is actually very simple: electricity supply will become the true "balancing factor." This means that money-burning monsters like OpenAI can no longer play the game of unlimited investment. The ceiling on energy costs will automatically impose a constraint on these ultra-large-scale computing centers.

In other words, the market's self-regulating mechanism is more robust than we imagined. It's not just policy cuts, but physical constraints themselves that create a "energy gate" — ultra-large players will either have to control expenses or hit a wall. This kind of constraint is more realistic and harder to bypass.

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GamefiGreenie

· 10h ago

Haha, someone finally said it—energy is the real ceiling, more effective than any policy. --- Electricity costs are unavoidable for everyone. It seems the arms race of large models also needs to slow down. --- Wait, does this mean that computing power costs will rise? Is there still hope for my GPU mining rig? --- Pure physical constraints, nothing fancy can solve them. I like this kind of hard power. --- No wonder I've heard that some data centers are considering relocating; it turns out they are being forced by electricity prices. --- This logic makes sense, but who will bet that OpenAI won't crazy raise prices and pass the costs on to users? --- The market self-regulation theory sounds good, but in reality, it still depends on who controls the power supply. --- It feels like the next wave of opportunities is coming. Energy concept stocks are worth paying attention to. --- Is the AI bubble about to burst? Not likely, it's just a matter of changing the way money is burned. --- I've said it before, the real constraint has never been a technical issue but an energy issue. Now, it's about time to believe it.

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0xSoulless

· 10h ago

Ha, yet another report titled "Finally Uncovering the Truth," and the realization is quite timely. The energy bottleneck issue has long been apparent, and only now do we understand that OpenAI is being forced to tighten its belt, which shows that our group of retail investors indeed lack sharpness. Those money-burning monsters ultimately still have to kneel before the laws of physics, which is more effective than any policy crackdown. The question is, will this wave of electricity shortages create new opportunities for the mining circle and major GPU manufacturers to cut retail investors again? Wait, if that really happens, it must be very painful for retail investors who went all-in on AI concept stocks.

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FarmHopper

· 10h ago

The energy ceiling issue is really unavoidable; the money-burning game is finally coming to an end. --- OpenAI's crazy bunch will eventually have to bow to electricity costs. No one can defy physical laws. --- Haha, I’ve been saying for a long time that unlimited financing is an illusion. Now someone is finally building a solid wall. --- Electricity is the true Polaris, more ruthless than any policy regulation. --- I love this logic; market self-balancing is always more ruthless than human intervention. --- Wait, do those small teams without electricity constraints have a chance to turn things around? --- The key is who can secure a stable power supply—that’s the new dividing line. --- Once the energy gate is closed, how many AI startups will die, and how many are underestimated? --- Finally, someone clarified it: it’s not a slowdown in investment, but a physical collision. --- I just remembered, those crazy-funded groups from before are probably starting to tally their electricity bills now.

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AlgoAlchemist

· 10h ago

The energy hurdle is indeed tougher than policies.

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