Even though it's not a huge share of the world's electricity, almost all of the world's demand is being served by a very few select locations. So you can still have this issue where you're basically powering the entire um world's AI demand from a few centers in the US and and and a few other data centers across the world. And that's a really really key local concern and puts pressure on local grids even if it doesn't consume a huge amount of the world's electricity.
The challenge with energy demand for AI is really a geographical and localized problem. So even though it's not a huge share of the world's electricity, almost all of the world's demand is being served by a very few select locations. And that's a really really key local concern and puts pressure on local grids even if it doesn't consume a huge amount of the world's electricity.
The most valuable thing in the world is no longer money, you know, or jewels, or artwork. It's data. And all of this data lives in these Fort Knoxes that no one really talked about called data centers.
There's a lot of pressure to bring this new energy online very quickly because states are currently competing for the opportunity to attract these data centers, even though the financial benefits of them for the state has not actually yet borne fruit.
2mo ago
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