Somebody do the math on when we will reliably start running out of Grid Power. Than only this "AI builout" will slow down. Manufactiring generators is boring, and very less invested than manufacturing AI servers.

I wish I saw more people realizing the build out promising being made by the big AI are physically impossible

not only is it impossible to build that much power generation on those timelines

it's also not possible to build enough GPUs to fill a purported tripling of US datacenter capacity

what's the ROI on giant empty warehouses full of empty server racks and no electricity?