If we extrapolate linearly based on the past year's data: Google's AI token activity has roughly doubled every 4.4 months over the past year; Global H100 equivalent computing power has roughly doubled every 6.8 months; AI data center full-load power capacity has roughly doubled every 9.9 months. A year from now, the supply-demand tension for computing power will be about 1.95 times what it is now. And this doesn't even take into account the new use cases unlocked as AI capabilities continue to improve...