From the Probability Desk: The Power Wall — can the grid build fast enough for the age of AI? For two years the constraint on AI was chips; increasingly it is electrons. This five-minute cinematic walks through the data-centre power crunch and what it means for the world's largest, longest-horizon investors.
Read the full scenario report → The complete Power Wall flagship — source ledger, Bayesian evidence, the 50,000-path simulation, scenario tree and universal-owner exposure map — is here: The Power Wall.