The AI Race Isn’t About Electricity

Michael Hochberg / June 19, 2026 The AI Race Isn’t About Electricity Specialized silicon will solve the AI-driven energy panic. Science & Technology Nvidia CEO Jensen Huang introduces the Vera Rubin GPU in Taipei on June 1, 2026. (Photo by I-Hwa Cheng / AFP via Getty Images) Nvidia CEO Jensen Huang introduces the Vera Rubin GPU in Taipei on June 1, 2026. (Photo by I-Hwa Cheng / AFP via Getty Images) Audio Turn any article into a podcast. Upgrade now to start listening. Text Size Members can share articles with friends & family to bypass the paywall. Facebook Twitter LinkedIn Threads Email 0 Open and scroll to the comments section Twenty-nine jet engines sit in a West Texas field. Crusoe, an infrastructure partner to OpenAI, ordered them in two batches from late 2024 through mid-2025.

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