Investment banker snaketongue “Goldman Sachs frames the crisis simply: “AI’s insatiable power demand is outpacing the grid’s decade-long development cycles, creating a critical bottleneck.”
Means we FAFO’d by virtue signaling climate scam for two decades, and now China will eat our data center’s lunch.
Data center insight by @Alex Gleason on recent citadel dispatch pod with @ODELL
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Fortune
AI experts return from China stunned: The U.S. grid is so weak, the race may already be over | Fortune
China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get on base.”
