The Artificial Intelligence Black Hole: Why Infrastructure Has Become the Industry's Main Barrier

In this article, the author analyzes the current state of the AI industry, arguing that the focus is shifting from model development to computational infrastructure. The primary obstacles to further progress are no longer just algorithms, but the scarcity of GPU clusters, challenges in scaling data centers, and equipment supply chain issues. The author emphasizes that technological sovereignty and regulatory frameworks are becoming critical factors. The piece explores current trends, potential development scenarios, and the hurdles companies face when attempting to scale their computing power. The article calls for a rethink of AI investment strategies, shifting the focus from purely algorithmic solutions to building a sustainable, scalable infrastructure capable of meeting the demands of future neural network generations.