US energy is constrained by the utility monopolies/oligopolies which have to extract more rents, specifically by increasing costs. Their profit is a percentage of cost, these perverse incentives + oligopolies will make it increasingly expensive to make anything (including AI) in US.

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hvb2 4 days ago | parent [-]

Or simply by the fact that increasing production takes time? Any power plant takes years to build?

Years, is like a lifetime for AI at this point...

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thelastgallon 4 days ago | parent | next [-]

> increasing production takes time?

This is true of nearly everything (except money). I'm not sure of the point you are trying to make.

	▲	hvb2 2 days ago \| parent [-]
		The timelines on adding power generation are not at all compatible with the demand uptick AI is generating. You can have all the money you want, if you want a gW of power added tomorrow, it won't happen.

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dyauspitr 4 days ago | parent | prev [-]

Not solar. China and to a lesser extent India are pumping out huge solar farms in months.

	▲	hvb2 2 days ago \| parent [-]
		Sure but they're not adding the battery equivalent needed for 24/7 operation. So if the demand can be when the sun shines, this will work, otherwise it won't