The silicon solving AI’s power bottleneck may create a credit bottleneck. GPUs are flexible. ASICs and TPUs sacrifice flexibility for efficiency. Bitcoin showed the tradeoff brutally. Once ASICs arrived, GPU mining became uneconomic fast. I saw a version of this firsthand mining Bitcoin in 2020. ASIC values could move violently when power, hashprice, or hardware economics changed. The machine was never really the whole collateral package. AI is starting to rhyme. Custom silicon was about 21% of AI server shipments in 2025 and is heading toward roughly 27% in 2026 as TPU, Trainium, and MTIA deployments scale. More compute per MW, but potentially fewer buyers if you ever need to liquidate the hardware. That is why AI credit may increasingly be about the chip + power + site + contracted demand, not just the chip. Does specialization solve power while making credit harder?

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