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Article link: https://open.substack.com/pub/johanos... The article argues that AI’s biggest hidden constraint is no longer clever algorithms, but electricity, cooling, and grid capacity. As data centres expand to power new AI workloads, energy policy is being dragged into boardrooms, and even Big Tech is broadening its power strategy to keep AI infrastructure running. In that context, neuromorphic computing is presented as a potential “counter-punch”: brain-inspired chip architectures designed to do useful computation with far less energy by processing information sparsely and only when it changes. It also makes the case that neuromorphic isn’t a simple “replace GPUs” story. The most promising near-term wins are likely in power-constrained, always-on edge environments such as sensors, cameras, industrial monitoring, and robotics, where watts, heat, and latency matter more than raw scale. The takeaway for leaders is to start thinking in “work per watt” and to treat energy efficiency as a competitiveness lever, especially in energy-constrained economies like South Africa. The closing message is balanced: neuromorphic chips won’t solve the power crunch overnight, but they point towards a necessary shift in how we build and deploy AI in the real world.