AI's new bottleneck is increasingly deployment. A model may demonstrate impressive capability, but the surrounding system still has to secure power, control inference costs, move beyond platform dependence, and turn agent output into work that can be checked.

Infrastructure Is the First Test

Two reports describing the same Amazon situation say the company is warehousing billions of dollars in Nvidia AI chips that it cannot yet power. Amazon's Nvidia Chips Are Sitting in Warehouses Without Power as AI Spending Soars, Business Insider Reports - Yahoo Finance Amazon Is Warehousing Billions in Nvidia AI Chips It Cannot Yet Power Up - Yahoo Finance They are near-duplicate coverage, not two independent signals, but the underlying constraint is clear from both headlines: owning accelerators is not the same as having usable data-center capacity.

The financing picture points in the same direction. Forbes reported Nvidia backing for $164.5 billion of AI data centers to keep GPUs selling.…