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Joined 2 years ago
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Cake day: June 30th, 2023

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  • Recently, yes data centers are practically only AI. You could split hairs around training vs inference, colocation, whatever, but end of day it’s virtually all AI driven one way or another.

    Gigawatt scale plans across the industry, massive load growth forecasts, 4 year gas turbine timelines at the earliest, new nuclear not online until ~2032-35 at the earliest.

    The load growth crunch is real, and the power has to be delivered one way or another.

    Source: 10 years in the energy industry