The execution timeline you mentioned is the software-layer answer, but there is a physical-layer constraint that acts as the great equalizer here. Even with Goo

The execution timeline you mentioned is the software-layer answer, but there is a physical-layer constraint that acts as the great equalizer here. Even with Google's advantage in custom accelerator hardware (TPUs), they are hitting the same 'Hardware Latency Gap' as every other hyperscaler. While software cycles move at gigahertz, the power grid is on a mid-20th-century industrial clock. Specifically, lead times for the high-voltage transformers required to power these massive clusters have moved from 50 weeks to 120+ weeks. You can optimize for 'agentic' tasks all day, but you cannot 'Agile' your way through the 120-week curing time of transformer oil or the global shortage of GOES (electrical steel). When the digital roadmap is decoupled from the physical map, even the best research and distribution advantages become stranded assets. I've been auditing these physical bottlenecks—the friction of atoms is now governing the speed of bits