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Eric Schmidt: “The AI revolution is UNDER-HYPED. By the next decade, we'll have superhuman intelligence… AI demands energy on a scale never seen before. One advanced AI data center requires 10 GW of energy today, and 80 GW by 2030. An average nuclear plant produces just 1 GW.”

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Dr. Eli David

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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.

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Anthropic CEO Dario Amodei on the AI energy buildout: “The amount of compute the industry is building goes up by 3x each year” This year: 10-15 GW Next year: 30-40 GW 2028: 100 GW 2029: 300 GW “Each gigawatt costs maybe $10 billion. You’re getting multiple trillions a year by 2028 or 2029”

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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

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Former Google CEO, Eric Schmidt testifies before Congress and said "I honestly believe the AI revolution is under-hyped" "These algorithms will require far more computation and energy than we’ve ever needed before." $NVDA
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Former Google CEO, Eric Schmidt testifies before Congress and said "I honestly believe the AI revolution is under-hyped" "These algorithms will require far more computation and energy than we’ve ever needed before." $NVDA

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ERIC SCHMIDT WARNS ON US POWER GAP US data centers face a 92 GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners. 5 names to watch: $VST, $EOSE, $NBIS, $IREN, $CIFR
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ERIC SCHMIDT WARNS ON US POWER GAP US data centers face a 92 GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners. 5 names to watch: $VST, $EOSE, $NBIS, $IREN, $CIFR

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Elon just said xAI will build exclusively on NVIDIA because Blackwell is “the best AI computer.” 2+ GW of compute this year. Potentially closer to 10 GW than 5 GW next year. The most aggressive AI builder on Earth just picked one architecture. Let that sink in $NVDA $SPCX

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❗️Ukraine has restored 3.5 GW out of 9 GW of lost capacity, — Ukraine’s Energy Minister Shmyhal The plans also include the restoration of another 4 GW, including more than 2 GW — by the end of May, the Energy Minister reported. In addition, the state is developing distributed generation: since the beginning of the full-scale war, 1.5 GW of such capacities have been introduced, and in 2026 they plan to add another 1.5 GW. Equipment for the restoration of the energy system is also received by Ukraine from partners in Latvia, Germany and Austria.

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#IndiaRisingWithAdani is driving one of the world's largest renewable energy transformations. With 19.3 GW operational, 9.4 GW installed by June 2026, and a planned 30 GW capacity across 538 sq km, Adani is powering a cleaner, stronger, and more energy-secure future for India.
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#IndiaRisingWithAdani is driving one of the world's largest renewable energy transformations. With 19.3 GW operational, 9.4 GW installed by June 2026, and a planned 30 GW capacity across 538 sq km, Adani is powering a cleaner, stronger, and more energy-secure future for India.

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$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure
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$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

investing

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Big tech companies, including Google, Apple, and Microsoft, invest heavily in clean energy. Google is backing small modular nuclear reactors, a new type of plant that’s smaller, stackable, and always on—key for powering AI data centers. Partnering with Kairos Power, Google aims to bring advanced nuclear online by 2030.
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Big tech companies, including Google, Apple, and Microsoft, invest heavily in clean energy. Google is backing small modular nuclear reactors, a new type of plant that’s smaller, stackable, and always on—key for powering AI data centers. Partnering with Kairos Power, Google aims to bring advanced nuclear online by 2030.

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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val
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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

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Everyone is chasing AI. But the real question is: who powers it? AI is not just a software revolution. It is an energy revolution. BigSunAI sits at the intersection of Green Energy, AI Infrastructure, Web3 Utility & $BSGAI. BigSunAI is one to watch.
0:32

Everyone is chasing AI. But the real question is: who powers it? AI is not just a software revolution. It is an energy revolution. BigSunAI sits at the intersection of Green Energy, AI Infrastructure, Web3 Utility & $BSGAI. BigSunAI is one to watch.

BigSunAI

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Elon Musk believes SpaceX can deploy 100 gigawatts per year by 2030 • 1 GW per year by end of 2027 • 10 GW per year in 2.5 years • 100 GW per year in 3.5 years “Depending on the progress in chip making, going beyond that to scale to a terawatt per year which is 1,000 gigawatts”
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Elon Musk believes SpaceX can deploy 100 gigawatts per year by 2030 • 1 GW per year by end of 2027 • 10 GW per year in 2.5 years • 100 GW per year in 3.5 years “Depending on the progress in chip making, going beyond that to scale to a terawatt per year which is 1,000 gigawatts”

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Mark Zuckerberg: “Energy is the biggest bottleneck for scaling AI.” $META yesterday announced a deal to buy 6.6 GW of power from independent power producers by 2035. Zuck knows power will be scarce, so he is paying up to secure what he needs. The real AI trade now is energy.
3:45

Mark Zuckerberg: “Energy is the biggest bottleneck for scaling AI.” $META yesterday announced a deal to buy 6.6 GW of power from independent power producers by 2035. Zuck knows power will be scarce, so he is paying up to secure what he needs. The real AI trade now is energy.

Oguz Erkan

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🚨 BREAKING: Former Intel CEO Pat Gelsinger just said we’re in an AI bubble. “Are we in an AI bubble? Of course. That said, I don’t see it ending for several years.” He says risks remain, and new tech is coming—promising 100× better power efficiency: the same AI performance as a 1 GW data center at ~10 MW.

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Atlantic Council

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