The Real Constraint on Enterprise AI Isn't GPUs; It's Power

Summary

VMware's infrastructure team published analysis on April 21 arguing that the real bottleneck for enterprise AI has shifted from GPU availability to power delivery. As AI clusters scale, power becomes the limiting factor — characterized as "an energy problem first and a compute problem second." The assumptions that worked for the last 10-20 years no longer apply when modeling AI costs over a 3-5 year horizon. As clusters scale and pull far more power from shared grids, energy pricing stops being