Let's take what Sam Altman is saying seriously for a second.

He says the following is within reach:

"Self-replicating data centers, this idea that you can use AI to control robots and run factories and build turbines or solar panels and build data centers. But I think we have that within grasp."

There are currently three major bottlenecks:

• Compute
• Energy
• Human labor

Sam Altman believes this triad of problems will be solved if robots build data centers, solar power or future fusion energy are used to power them, and chip production is simultaneously accelerated. It's certainly unclear whether this is being said to reassure the market and offer a positive outlook. But it would be nothing short of revolutionary if a solution to this triad were within reach, because everything depends on it.