The first phase of the Supercycle was energy (Solar). The second phase is intelligence (AI).
For the last 3 years, we have relied on “The Cloud” (ChatGPT, Gemini, Claude) to handle our AI needs. But in 2026, the trend is shifting back to Local Compute.
Why Run AI Locally?
- Privacy: Your financial data and personal emails never leave your house.
- Speed: No latency. Your home assistant responds instantly.
- Cost: Stop paying monthly subscriptions. Buy the hardware once, own the intelligence forever.
The Hardware Stack
You don’t need a supercomputer. You need High-Bandwidth Memory (HBM).
- The GPU: The NVIDIA RTX 50-series (or equivalent AMD chips) are now efficient enough to run “70 Billion Parameter” models at home.
- The Power: Running a GPU 24/7 consumes massive electricity. This is where your Solar + Battery setup becomes critical.
- Without Solar: Running a home AI server costs ~$60/month in electricity.
- With Solar: It costs $0.
The “Silicon” Connection
This is why we call it the Silicon Supercycle. The silicon on your roof (Solar) powers the silicon in your rack (AI). It is a closed loop of value that you own.
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