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Capacity is old thinking. With AI and data centers, we need to measure capabilities over capacity. 1% flexibility = 15 gigawatts saved in ERCOT. That’s what researchers at Duke found: if Texas AI data centers flexed just 1% of their hours, it could offset the equivalent of 15 GW...

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Doug Lewin

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11,559 views • 1 year ago •via X (Twitter)

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Emerald AI founder Varun Sivaram reveals how America could unlock 100 GW for AI data centers without building a new grid: "Emerald AI transforms these AI data centers into what we call flexible grid allies, capable of reducing the power consumption of AI during the exact moments when the grid is stressed out." "The grid is kind of like a highway. Think of it like a big eight-lane highway, and it's empty most of the time. There's plenty of power transmission capacity, power generation capacity. It's used 50% on average, except for two times every month when it faces rush hour." "On those rare moments, if AI data centers are able to control their power consumption, they can use this vast available capacity, 100 gigawatts, the rest of the year. We make data centers flexible in order to fit them onto the grid right now, and that does two important things." "First, it enables us to get data centers connected right now, $4 trillion of infrastructure that can't connect. Second, it helps us to keep rates low for local communities." Emerald AI

MTS

11,255 views • 1 month ago

Chris Wright says the AI boom is fueling electricity demand, the first real growth in years. Reshoring manufacturing and energy exports also drive demand. He explains the U.S. must add 100 gigawatts of new firm capacity in five years, reversing a planned 80 gigawatt reduction. The challenge is balancing AI data centers with keeping energy affordable for ordinary Americans.
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Chris Wright says the AI boom is fueling electricity demand, the first real growth in years. Reshoring manufacturing and energy exports also drive demand. He explains the U.S. must add 100 gigawatts of new firm capacity in five years, reversing a planned 80 gigawatt reduction. The challenge is balancing AI data centers with keeping energy affordable for ordinary Americans.

Wes Roth

44,670 views • 1 year ago

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116,034 views • 9 months ago

We have to have reliable, affordable energy without passing the cost on to consumers. Before we scale data centers and AI, we need energy on demand. We will protect our resources, support smart growth, and make sure this is done the right way. Opportunity is there, but it has to be on the people of Florida’s terms. #JayForFlorida #JayForFLGov
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We have to have reliable, affordable energy without passing the cost on to consumers. Before we scale data centers and AI, we need energy on demand. We will protect our resources, support smart growth, and make sure this is done the right way. Opportunity is there, but it has to be on the people of Florida’s terms. #JayForFlorida #JayForFLGov

Jay Collins

10,623 views • 5 months ago

Saying "NO AI data centers" won't end in victory. They'll just build them anyways. If you truly want to make a difference, you need to say, "No data centers, UNLESS..." Turn it into a negotiation instead of a war, so we can fight over what really matters. No data centers UNLESS they're not draining our energy. In fact, you could say, "you want 10 gigawatts of power? Ok, YOU pay for it. And because we’re allowing you to do it, you have to produce 15 gigawatts of power and give the excess to the grid." It's a win-win and YOU control the terms.
9:24

Saying "NO AI data centers" won't end in victory. They'll just build them anyways. If you truly want to make a difference, you need to say, "No data centers, UNLESS..." Turn it into a negotiation instead of a war, so we can fight over what really matters. No data centers UNLESS they're not draining our energy. In fact, you could say, "you want 10 gigawatts of power? Ok, YOU pay for it. And because we’re allowing you to do it, you have to produce 15 gigawatts of power and give the excess to the grid." It's a win-win and YOU control the terms.

Glenn Beck

70,891 views • 4 months ago

"Can we actually build enough capacity to meet all this demand? And the short answer is, we can but not exclusively in the U.S.," says Jared Cohen on the future of AI & data center creation:
4:06

"Can we actually build enough capacity to meet all this demand? And the short answer is, we can but not exclusively in the U.S.," says Jared Cohen on the future of AI & data center creation:

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44,309 views • 1 year ago

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Sen. Husted blames his constituents for record number of data centers in Ohio: "We just have to realize we're in this world in which we've created the demand. We the people have created the demand for these data centers because we use all of these digital products that it processes, and if we don't want them, then don't use them. I mean, you can go back to the bunny ear antenna on your TV, you don't need a data center. But if you're connected to a wire, you're using the data center. So, understand, when we look in the mirror, we are the problem."

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68,610 views • 2 months ago

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3:08

Premier Danielle Smith of Alberta understands the future! She’s fast-tracking innovation with over 5,000 acres ready for development, natural gas to power turbines, and the ideal climate for massive AI data centers. The world needs 30 gigawatts of data capacity. We’re only building four stateside, but the demand is ENORMOUS. Wonder Valley will be the world’s largest AI data center park, delivering over 7 gigawatts of power. Policy drives economic behavior. You don’t make money in politics — you make money with policy. If Trump can deliver on expedited permits, it will attract massive amounts of capital to North Dakota & West Virginia, just as it’s happening right now in Canada!

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104,409 views • 1 year ago

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Kevin O'Leary aka Mr. Wonderful

71,642 views • 4 months ago

All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.
18:32

All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.

The Tech Investor

127,805 views • 6 months ago

Toby Rice (Toby Z. Rice) CEO of ~$30B EQTCorp (NYSE 🏛 : EQT) says *fear* around AI & data centers is obscuring the bigger energy story: “We're seeing a lot of the techniques that were used to help shut down energy development in this country are now being used to shut down intelligence.” AI is driving massive energy demand. Yet it represents only ~40% of new power generation needs. “The problem is that the conversation starts with fear, & people are concerned about what they're going to lose. People need to be concerned with what we can create.” “We're not just playing for data centers. We're playing for abundance in the world.”
7:29

Toby Rice (Toby Z. Rice) CEO of ~$30B EQTCorp (NYSE 🏛 : EQT) says *fear* around AI & data centers is obscuring the bigger energy story: “We're seeing a lot of the techniques that were used to help shut down energy development in this country are now being used to shut down intelligence.” AI is driving massive energy demand. Yet it represents only ~40% of new power generation needs. “The problem is that the conversation starts with fear, & people are concerned about what they're going to lose. People need to be concerned with what we can create.” “We're not just playing for data centers. We're playing for abundance in the world.”

Molly O’Shea

29,948 views • 24 days ago

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”
1:03:18

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”

Ti Morse

112,889 views • 4 months ago

Unconventional AI CEO Naveen Rao on expanding the boundaries of modern computing to account for biological efficiencies: "There's actually some theoretical results from the sixties, that would suggest we are maybe somewhere between seven to ten orders of magnitude away from the actual physics of computing. So we think three orders of magnitude is something we can accomplish in the next few years." "After that, we're going to have to rethink the actual fundamental substrate. Like, can we do this with electronics and silicon? I'm not sure. But what we're doing will open the door to new substrates, new kind of physical manifestations of computing." "If you think about it, human brains are twenty watts. If I sum up eight billion people times twenty watts, that's 160 gigawatts. The U.S. has alone about 1,000 gigawatts of capacity, and the world is about 9,000 gigawatts." "So we have a lot of energy in the world. We just have to use it more effectively and just think about what we can do if we can harness that for intelligence in a synthetic world." Naveen Rao on This Week in AI
1:06

Unconventional AI CEO Naveen Rao on expanding the boundaries of modern computing to account for biological efficiencies: "There's actually some theoretical results from the sixties, that would suggest we are maybe somewhere between seven to ten orders of magnitude away from the actual physics of computing. So we think three orders of magnitude is something we can accomplish in the next few years." "After that, we're going to have to rethink the actual fundamental substrate. Like, can we do this with electronics and silicon? I'm not sure. But what we're doing will open the door to new substrates, new kind of physical manifestations of computing." "If you think about it, human brains are twenty watts. If I sum up eight billion people times twenty watts, that's 160 gigawatts. The U.S. has alone about 1,000 gigawatts of capacity, and the world is about 9,000 gigawatts." "So we have a lot of energy in the world. We just have to use it more effectively and just think about what we can do if we can harness that for intelligence in a synthetic world." Naveen Rao on This Week in AI

a16z

13,745 views • 7 months ago

Canadians are struggling with affordability, but the solution isn’t more handouts, it’s firing up our economy again. We have the cheapest energy in North America, trillions of cubic feet of natural gas, and the perfect conditions to power the AI boom with massive data centers. That means tens of thousands of high-paying jobs right here at home. We have the power — literally. The question is, will we use it?
2:04

Canadians are struggling with affordability, but the solution isn’t more handouts, it’s firing up our economy again. We have the cheapest energy in North America, trillions of cubic feet of natural gas, and the perfect conditions to power the AI boom with massive data centers. That means tens of thousands of high-paying jobs right here at home. We have the power — literally. The question is, will we use it?

Kevin O'Leary aka Mr. Wonderful

30,242 views • 1 year ago

"Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" Pat Gelsinger Raghu Raghuram Guido Appenzeller
1:59

"Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" Pat Gelsinger Raghu Raghuram Guido Appenzeller

a16z

223,944 views • 4 days ago

David Friedberg says with open source, we no longer even need data centers for 90% of what we use AI for "I thought it was worth taking a step back to recognize where we are because in the context of 'we have to stop the super intelligence, we have to shut down the data centers,' you don't even need data centers to do 90% of what you can do with AI." "You can download it on your computer for free today to do what was the most advanced technology in human history less than a year ago. It's all here today." "And I thought it was just worth taking a beat to step back and make sure we all recognize that as we get into this debate about these, quote, labs or corporations. I don't know if it even matters anymore. I think open source is here."
0:31

David Friedberg says with open source, we no longer even need data centers for 90% of what we use AI for "I thought it was worth taking a step back to recognize where we are because in the context of 'we have to stop the super intelligence, we have to shut down the data centers,' you don't even need data centers to do 90% of what you can do with AI." "You can download it on your computer for free today to do what was the most advanced technology in human history less than a year ago. It's all here today." "And I thought it was just worth taking a beat to step back and make sure we all recognize that as we get into this debate about these, quote, labs or corporations. I don't know if it even matters anymore. I think open source is here."

dnap

27,703 views • 17 days ago

The next big AI trade may not be a tech stock. AI, data centers, and a growing economy all need more power, and America’s grid is already stretched. That is why I’m looking at nuclear energy and uranium. The U.S. consumes roughly 50 million pounds of uranium a year and produces only about one million. If nuclear becomes a bigger part of the energy solution, demand for uranium could become enormous.
1:30

The next big AI trade may not be a tech stock. AI, data centers, and a growing economy all need more power, and America’s grid is already stretched. That is why I’m looking at nuclear energy and uranium. The U.S. consumes roughly 50 million pounds of uranium a year and produces only about one million. If nuclear becomes a bigger part of the energy solution, demand for uranium could become enormous.

Kevin O'Leary aka Mr. Wonderful

40,506 views • 1 month ago