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The thermal constraint is the engineering reality that makes AI data center construction so road-dependent.
The HVAC systems, tubing, wiring, and semiconductors that a modern compute facility requires before it can operate move primarily by truck, and the surge in data center construction has made that supply chain a boon for a trucking industry otherwise hit hard by trade wars.
Denser compute generates more heat per square foot, and the HVAC infrastructure required to manage that thermal load is large and heavy before a facility can power on.
The racks require semiconductor components shipped and installed before any workload runs.
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