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Electricity demand was essentially flat for decades. Now it’s exploding. Heron Power CEO Drew Baglino: "Energy efficiency more or less negated the growth in energy services." "The net electricity delivered to accomplish those energy services stayed basically flat." "Even with all the AI things that are going on… And... that has allowed more and more compute capability for the same percentage of GDP electricity production." "It's changing now that we can find more applications for AI than ever before." "We are seeing electricity growth higher than it's ever been before." "It's because we are seeing broad based demand for more electricity — compute, transportation, industrial electrification." Drew Baglino Heron Power Electronicsshow more

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ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk

ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk

Mario Nawfal

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NOW: President Trump has arrived at the EPA to announce a new AI energy initiative, making sure data centers are the ones footing the bill for their energy usage — NOT American families They'll actually be producing MORE energy than they use, driving down rates for families. "The American Innovators and consumers strive to win together because we're insisting that AI data centers and big tech companies pay THEIR OWN WAY." "They're going to have a lot of electricity left over, and they'll put that into the grid so it'll actually end up with more electricity. The rates are going to go DOWN."

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ELON MUSK: "The limiting factor for AI deployment is fundamentally electrical power. The rate of AI chip production is increasing exponentially, but the rate of electricity being brought online is low. It's clear that very soon we'll be producing more chips than we can turn on."

ELON MUSK: "The limiting factor for AI deployment is fundamentally electrical power. The rate of AI chip production is increasing exponentially, but the rate of electricity being brought online is low. It's clear that very soon we'll be producing more chips than we can turn on."

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I don't think how much intelligence we can unlock with just the sun's energy. The outcomes are COUNTLESS! Elon: "You can certainly imagine a situation where we let's say a million times more energy is harnessed [from the sun] than all of Earth's current electricity usage. That would still only be roughly a millionth of the sun's energy output." "Essentially, if you increase the economy by a factor of a million, it's still 1 millionth only of the sun's energy harnessed. What does an economy or an intelligence using a million times more electricity than all of Earth's civilization think about, look like, or do? It's going to be something pretty magnificent."

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a16z

76,959 views • 5 months ago

Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race

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X Freeze

33,904 views • 3 months ago

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711,188 views • 4 months ago

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

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With the UK generating more electricity from renewable sources than ever before, why aren't we feeling the benefits in our bills? The answer is more complicated than you might think, and it all comes down to how energy prices are set in the UK. You can catch up with the latest episode of What You Need To Know on ITVX, YouTube or on your favourite podcast platform.

With the UK generating more electricity from renewable sources than ever before, why aren't we feeling the benefits in our bills? The answer is more complicated than you might think, and it all comes down to how energy prices are set in the UK. You can catch up with the latest episode of What You Need To Know on ITVX, YouTube or on your favourite podcast platform.

ITV News

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#WATCH | Delhi CM Arvind Kejriwal announces to provide up to 200 units of free electricity to all the poor in the country if voted to power. He says "Out of the 10 guarantees, the first guarantee is that we will provide 24-hour electricity in the country. The country has the capacity to generate 3 lakh MW of electricity but the usage is only 2 lakh MW. Our country can produce electricity more than the demand. We have done it in Delhi and Punjab, we will do it in the country also. We will provide up to 200 units of free electricity to all the poor. It will cost Rs 1.25 lakh crore, we can arrange it..."

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ANI

463,282 views • 2 years ago

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.

Breaking911

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Warren: Americans are paying more for groceries, more for health care, more for electricity, more for housing and this was at least one chance to push back against that. We got all the way to the finish line… like a petulant child, he says he's not going to do it.

Warren: Americans are paying more for groceries, more for health care, more for electricity, more for housing and this was at least one chance to push back against that. We got all the way to the finish line… like a petulant child, he says he's not going to do it.

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26,313 views • 29 days ago

These three IIT Madras scientists are insane. Their startup Sthyr Energy is literally turning electricity into metal. Which you can keep for months and turn it back into electricity when you need it. And this is incredibly huge. Let's break this down. Right now, India alone generates enough renewable energy to power countries like France. But we can either use it as soon as its generated or its lost forever. Because no one has figured out a way to store electricity for more than a few hours at scale. If Sthyr's solution works - we won't just be able to store it for years but we could also transport it on roads - without creating any new infrastructure. And it would change how the world uses electricity forever.

These three IIT Madras scientists are insane. Their startup Sthyr Energy is literally turning electricity into metal. Which you can keep for months and turn it back into electricity when you need it. And this is incredibly huge. Let's break this down. Right now, India alone generates enough renewable energy to power countries like France. But we can either use it as soon as its generated or its lost forever. Because no one has figured out a way to store electricity for more than a few hours at scale. If Sthyr's solution works - we won't just be able to store it for years but we could also transport it on roads - without creating any new infrastructure. And it would change how the world uses electricity forever.

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