alt Hacker NewsThere's at least a decent argument to be made that the limiting factor is actually the physical silicon itself (at least at cutting-edge nodes) not really the power. This actually gives AI labs an incentive to run those specific chips somewhat cooler, because high device temperatures and high input voltages (which you need to push frequencies higher) might severely impact a modern chip's reliability over time.
Power is the limiting layer above physical chips. You can add more chips and them at lower clock or add more efficient chips later on, but you can't really change the power of a data center easily.