AI infrastructure is described as constrained by both GPU availability and power, with power and grid connections slower to expand. The post says Bitcoin miners with existing power and grid access may pivot toward AI; the image shows forecasts for new U.S. power demand by 2030 rising to 166 GW in 2025, versus 64 GW in 2024, 38 GW in 2023, and 24 GW in 2022.