Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs
NVIDIA's GPU shipments are not the binding constraint anymore. The supply chain has voted on what comes next.
Draft for Substack flagship — Long-Form Article (P1 type). Composes Bloom Energy + Aurubis + Spire Global into a single Law I article applied to non-AI ground. The synthesis only existed across three separate Ghost files until this draft pulled it into one piece. Closes the Law I monoculture by applying Law I to unrelated ground.
Pre-publish requirements before ship: voice-check pass, em dash audit, Article Pre-Publish Checklist §0–§9 + §11 + §17 run top-to-bottom, cover image commissioned per Resources/Protocols/Protocol — Brand Visual Identity — 2026-05-23.