What constrains physical capacity?
AI power demand and rare-earth magnet manufacturing, with careful boundaries between announced capacity and operating systems.
An announcement, a factory nameplate and usable output measure different things. Physical systems also depend on inputs, infrastructure, timing and the boundary used to count capacity.
These two investigations apply that question to AI infrastructure and rare-earth magnets. Read the evidence inventories alongside the estimates; neither essay treats an announced project as proof that all of its output is available.
Question paths added .
An AI megawatt is not a megawatt.
Examine the physical and financial boundaries behind an AI power-demand number.
11 min readThe U.S. rare-earth magnet buildout.
Separate project announcements, manufacturing stages and demonstrated output in the U.S. capacity inventory.
13 min read