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The Hard Ceiling: Manufacturing and Power Constraints Bind the AI Buildout

AI scaling has historically been treated as a capital and software problem; this theme tracks the physical infrastructure bottlenecks — semiconductor manufacturing capacity, power supply, and cooling architecture — that set hard limits on how fast AI capability can actually be deployed.

3 signals tracked

  1. TSMC's supply ceiling and coal-backed power policy converge this week

  2. European grid freezes and Anthropic's compute dash expose the same scarcity logic

  3. UK grid pressure, TSMC packaging bottlenecks, and Mac Mini shortages all bite simultaneously