AI Infrastructure Scaling and Energy Constraints

Nvidia's $500B financing consortium, CoreWeave $2.6B facility, photonic chip breakthroughs. Exponential AI growth faces physical limits of renewable energy, challenging unlimited capacity assumptions. Power demand for humanoid robotics projected 363 TWh by 2035. Nvidia B300/Rubin Ultra chips signal next phase. Edge AI deployment shift from cloud gains momentum with Expanso and hardware-aware optimization.