Wait so the thing slowing down AI is just electricity and not GPUs??

Saw this article making rounds and it actually made me think we've all been so obsessed with the whole chip shortage thing that nobody really stopped to ask if compute is even the bottleneck anymore and apparently it's not. data centers are getting built so fast that the power grid literally cannot keep up with them like companies can go out and buy GPUs now if they have the money but you can't just go buy a power grid and that's apparently where everything is getting stuck kind of wild that after all the hype around AI it's just basic infrastructure holding things back what do you guys think is this actually a bigger deal than we're making it out to be