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AI’s Biggest Bottleneck Isn’t GPUs - It’s Power | Sergii Gerasymovych

An Hour of Innovation · 2026-07-14 · 58 min

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Episode notes

AI’s next bottleneck may not be GPUs. It may be the power they need for computing. In this episode of An Hour of Innovation podcast, Vit Lyoshin speaks with Sergii Gerasymovych, founder and CEO of EZ Blockchain and an AI data center infrastructure operator, about the physical systems behind the AI boom. Sergii explains why his company is pivoting from Bitcoin mining infrastructure toward AI data centers, why power and land may be more constrained than chips, and why AI builders often underestimate how slowly the physical world moves compared with software. This conversation looks beyond models and GPUs to the infrastructure layer that determines how fast AI products can actually scale.

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