4 ms·
If the AI investment boom was serious, it would be focusing on electricity
If all these investments were serious there would have already been serious moves to get electrical grid capacity up to where it needs to be. These deals are flashy, and they are being done to generate investor FOMO but they aren't serious.
- throwawaysleep 1y agoYou can just take it from existing people. Electricity is optional in West Virginia and Indiana.
- zerosizedweasle 1y agoThat's obviously what they are going to try to do. Even if they started building today, it takes a long time to add additional capacity to the grid. The data centers will long be finished before the power, even, if they were being built in parallel to start. The political fight will be one for their lives. People will get vicious about this.
- IlikeKitties 1y agoThere's plenty of capacity if you are willing to pay more than the people currently using it. And since a lot of people are living paycheck to paycheck already it's easy enough to interpolate that the goal is to make them homeless and without access to electricity so the new AI Datacenters have enough. It's much easier to do if you don't care about human beings.
- zerosizedweasle 1y agoNormal people need electricity. That makes it a political goldmine for politicians. People won't give it up without a serious serious serious fight.
- IlikeKitties 1y agoDo you want food or electricity this month?
- zerosizedweasle 1y agoKind of
- incomingpain 1y agoThey are. The first openai stargate location is placed near to abdundant wasted natural gas. Their second location is in middle east surrounded by energy. The UK stargate is located on solar and BESS battery system. Which can scale as needed. Grok's DC has controversial generators. Amazon, google, microsoft are old school in high energy usage. china's electrical generation displaced millions of people. Literally all of the big AI players are actively seeking out electrical abundance.