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Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional...

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Ex-Google CEO Eric Schmidt drops a stark warning: The AI revolution is underhyped—and we're nowhere near ready. In the next year: AI programmers replacing human coders. AI mathematicians rivaling top grad students. This isn't chatbots—it's reasoning/planning systems we've never seen. Superintelligence (smarter than humans) could arrive within a decade, and America must get there first. The real crisis? Energy. AI needs massive computation → massive power. - Planning 10-gigawatt data centers (10× average U.S. nuclear plant's output). - Estimates: +29 GW needed by 2027, +67 GW by 2030 (equivalent to dozens of new nuclear plants—while we're building almost none). Schmidt: "We need energy in all forms... renewable, non-renewable, whatever. It needs to be there, and quickly." Fusion won't save us in time. Clip from this 2:46 high-stakes talk—ex-Google boss sounding the alarm on the AI energy crunch. Is the U.S. sleepwalking into an AI power crisis? Or will they finally build the infrastructure to win the race? Your thoughts—seriously, drop them below.
2:46

Ex-Google CEO Eric Schmidt drops a stark warning: The AI revolution is underhyped—and we're nowhere near ready. In the next year: AI programmers replacing human coders. AI mathematicians rivaling top grad students. This isn't chatbots—it's reasoning/planning systems we've never seen. Superintelligence (smarter than humans) could arrive within a decade, and America must get there first. The real crisis? Energy. AI needs massive computation → massive power. - Planning 10-gigawatt data centers (10× average U.S. nuclear plant's output). - Estimates: +29 GW needed by 2027, +67 GW by 2030 (equivalent to dozens of new nuclear plants—while we're building almost none). Schmidt: "We need energy in all forms... renewable, non-renewable, whatever. It needs to be there, and quickly." Fusion won't save us in time. Clip from this 2:46 high-stakes talk—ex-Google boss sounding the alarm on the AI energy crunch. Is the U.S. sleepwalking into an AI power crisis? Or will they finally build the infrastructure to win the race? Your thoughts—seriously, drop them below.

Camus

54,985 просмотров • 5 месяцев назад

Eric Schmidt, former CEO of Google: "The AI revolution is underhyped. None of us is prepared for the implications of this." He opens with a warning: "The arrival of this new intelligence will profoundly change our country and the world in ways we cannot fully understand." He explains what's happening right now in the industry: "We're very very quickly developing AI programmers. And these AI programmers will replace traditional software programmers. We're building in the next year AI mathematicians that are as good as the top level graduate students in math. This is happening very quickly." Schmidt argues most people fundamentally misunderstand what AI has become: "Today you think of AI as ChatGPT, but what it really is is a reasoning and planning system that we've never seen before." The implications, he warns, extend far beyond software. These new systems demand resources at an industrial scale we've never encountered. "They're going to need a lot more computation than we've ever had. They're going to need a lot more energy." To illustrate the scale of the energy crisis ahead, Schmidt offers a sobering comparison: "People are planning 10 gigawatt data centers. Now just to do the translation, an average nuclear power plant in the United States is 1 gigawatt. How many nuclear power plants can we make in one year where we're planning this 10 gigawatt data center? Gives you a sense of how big this crisis is." Eric Schmidt shares an estimate he finds most likely: "Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030. These things are industrial at a scale I have never seen in my life." Schmidt says the industry needs high skills immigration, light touch regulation around cyber and bio threats, and most critically, energy in all forms. He's personally investing in fusion, but acknowledges it won't arrive in time. He closes with the stakes: "When you build these systems, you have intelligence in the computer and then eventually human level intelligence. Some people think it's within 3 to four years. Then after that, you have something called super intelligence, the intelligence that's higher than of humans. We believe as an industry that this could occur within a decade. It is crucial that America get there first."
2:35

Eric Schmidt, former CEO of Google: "The AI revolution is underhyped. None of us is prepared for the implications of this." He opens with a warning: "The arrival of this new intelligence will profoundly change our country and the world in ways we cannot fully understand." He explains what's happening right now in the industry: "We're very very quickly developing AI programmers. And these AI programmers will replace traditional software programmers. We're building in the next year AI mathematicians that are as good as the top level graduate students in math. This is happening very quickly." Schmidt argues most people fundamentally misunderstand what AI has become: "Today you think of AI as ChatGPT, but what it really is is a reasoning and planning system that we've never seen before." The implications, he warns, extend far beyond software. These new systems demand resources at an industrial scale we've never encountered. "They're going to need a lot more computation than we've ever had. They're going to need a lot more energy." To illustrate the scale of the energy crisis ahead, Schmidt offers a sobering comparison: "People are planning 10 gigawatt data centers. Now just to do the translation, an average nuclear power plant in the United States is 1 gigawatt. How many nuclear power plants can we make in one year where we're planning this 10 gigawatt data center? Gives you a sense of how big this crisis is." Eric Schmidt shares an estimate he finds most likely: "Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030. These things are industrial at a scale I have never seen in my life." Schmidt says the industry needs high skills immigration, light touch regulation around cyber and bio threats, and most critically, energy in all forms. He's personally investing in fusion, but acknowledges it won't arrive in time. He closes with the stakes: "When you build these systems, you have intelligence in the computer and then eventually human level intelligence. Some people think it's within 3 to four years. Then after that, you have something called super intelligence, the intelligence that's higher than of humans. We believe as an industry that this could occur within a decade. It is crucial that America get there first."

Big Brain AI

40,383 просмотров • 3 месяцев назад

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
0:47

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 просмотров • 7 месяцев назад

BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices
0:37

BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

Ark Invest Tracker

95,625 просмотров • 1 месяц назад

Trump isn’t just pushing AI data centers, he’s invested in them. Financial disclosure records show he personally owns millions of dollars in companies tied to the data center industry, including operators, hardware suppliers, and power and cooling infrastructure. It doesn’t stop there. Don Jr. and Eric launched American Data Centers through Dominari Holdings as the Trump administration accelerated a massive expansion of AI infrastructure.
0:39

Trump isn’t just pushing AI data centers, he’s invested in them. Financial disclosure records show he personally owns millions of dollars in companies tied to the data center industry, including operators, hardware suppliers, and power and cooling infrastructure. It doesn’t stop there. Don Jr. and Eric launched American Data Centers through Dominari Holdings as the Trump administration accelerated a massive expansion of AI infrastructure.

Christopher Webb

29,790 просмотров • 25 дней назад

Kevin O’Leary: “I think the new play is energy” How do you supply enough energy to advance the economy and all this AI demand? With the AI buildout requiring 100+ gigawatts of power and compute, it’s clear there will be massive winners across energy, data centers, and hardware
0:37

Kevin O’Leary: “I think the new play is energy” How do you supply enough energy to advance the economy and all this AI demand? With the AI buildout requiring 100+ gigawatts of power and compute, it’s clear there will be massive winners across energy, data centers, and hardware

Small Cap Snipa

57,806 просмотров • 6 месяцев назад

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately
13:33

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

57,720 просмотров • 2 месяцев назад

Amazon CEO, Jeff Bezos: Within 10-20 years, the giant, gigawatt-scale data centers for AI training clusters will be built in space This would leverage 24/7 solar power and make space a key part of Earth's industrial and technological infrastructure
0:53

Amazon CEO, Jeff Bezos: Within 10-20 years, the giant, gigawatt-scale data centers for AI training clusters will be built in space This would leverage 24/7 solar power and make space a key part of Earth's industrial and technological infrastructure

Haider.

728,801 просмотров • 10 месяцев назад

Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk
2:38

Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

Tesla Owners Silicon Valley

19,203 просмотров • 2 месяцев назад

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?
2:25

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

Ricardo

146,789 просмотров • 5 месяцев назад

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.
0:24

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.

Wall Street Mav

47,407 просмотров • 9 месяцев назад

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis
1:34

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis

Bloomberg

23,498 просмотров • 6 месяцев назад

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress
1:28

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress

Mario Nawfal

331,291 просмотров • 1 год назад

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis
1:34

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis

Bloomberg

14,626 просмотров • 6 месяцев назад

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.
1:51

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,533 просмотров • 3 месяцев назад

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
2:42

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 просмотров • 4 месяцев назад

Jensen Huang $NVDA says the AI energy problem is overblown. “The grid runs ~60% of peak. 99% of the time there’s unused power.” The real opportunity isn’t more energy. It’s smarter data centers. $NBIS is already doing it. In the UK, with National Grid, $NVDA, and Emerald AI, they proved they can cut power usage by up to 40% in under a minute—without impacting critical workloads. Data centers are becoming a grid resource, not a liability. The more I study $NBIS, the more bullish I get.
1:54

Jensen Huang $NVDA says the AI energy problem is overblown. “The grid runs ~60% of peak. 99% of the time there’s unused power.” The real opportunity isn’t more energy. It’s smarter data centers. $NBIS is already doing it. In the UK, with National Grid, $NVDA, and Emerald AI, they proved they can cut power usage by up to 40% in under a minute—without impacting critical workloads. Data centers are becoming a grid resource, not a liability. The more I study $NBIS, the more bullish I get.

Daniel

98,660 просмотров • 4 месяцев назад

This is Amazon's new $11 billion AI data center campus in St. Joseph County, Indiana. It will draw 2.2 gigawatts of electricity - the output of a large power plant, enough to supply 1 million homes. For years the public was told energy had to be rationed: use less, dismantle reliable sources, accept scarcity - all to save the planet. That story has now been abandoned. AI requires massive continuous electricity to power the data centers, and AI is now seen as the superior control system. So energy is no longer a liability. It is a strategic necessity. Power will now come from wherever. Whatever works. Whatever scales. The climate narrative was tossed out the moment AI dominance became the new priority. Power was to be rationed. Now it is required. Power was the problem. Now it is the solution.
0:47

This is Amazon's new $11 billion AI data center campus in St. Joseph County, Indiana. It will draw 2.2 gigawatts of electricity - the output of a large power plant, enough to supply 1 million homes. For years the public was told energy had to be rationed: use less, dismantle reliable sources, accept scarcity - all to save the planet. That story has now been abandoned. AI requires massive continuous electricity to power the data centers, and AI is now seen as the superior control system. So energy is no longer a liability. It is a strategic necessity. Power will now come from wherever. Whatever works. Whatever scales. The climate narrative was tossed out the moment AI dominance became the new priority. Power was to be rationed. Now it is required. Power was the problem. Now it is the solution.

Electroverse

41,103 просмотров • 6 месяцев назад