There’s only like three companies in the world that make gas turbines. They’re already operating at capacity.
While power grids do constantly grow, they don’t grow about 20% year over year. It simply isn’t possible to increase the power supply at the pace the AI companies are expecting in their data center plans. So they’re buying up all of these chips but there isn’t going to be electricity to power them.
The AI bubble is just completely disconnected from reality.
There’s only like three companies in the world that make gas turbines. They’re already operating at capacity.
While power grids do constantly grow, they don’t grow about 20% year over year. It simply isn’t possible to increase the power supply at the pace the AI companies are expecting in their data center plans. So they’re buying up all of these chips but there isn’t going to be electricity to power them.
The AI bubble is just completely disconnected from reality.