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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 nostr:npub1q3sle0kvfsehgsuexttt3ugjd8xdklxfwwkh559wxckmzddywnws6cd26p on recent citadel dispatch pod with nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx

https://fortune.com/2025/08/14/data-centers-china-grid-us-infrastructure/

nostr:nevent1qqst4x3u6yaqvpf9e56fr5g0lq2f0v904j4x9s9f6xgvah9gml4rr8szyqt48rwz5cnkn5y5g0cccd7tudv04ddmlxq3wd2z4f79lut3a4mugqcyqqqzvjsk8679c

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Discussion

Mark Sea 4mo ago

Blackouts imminent? Or just expensive

elsat 4mo ago

The former. There isn’t enough supply as is.

The grid is fragile due to decades of central planner mandates.

And then there is an explosion of data center investment.

This will become very political during the next blackout.

Tauri 4mo ago

Remember when they made us close 4 working nuclear units in Kozloduy as a condition for EU ascension? They weren’t outdated and risky, and had over 30 years of life cycle left. Now, 20 years later, we’re building 2 new units in place of the 4 depreciated ones. The 2 new units have a combined power output as the 4, maybe a little more. They will take at least 20 years to build. The communist eurotards got us 40 years behind in this energy race. We got 550M euro as a compensation and we probably lost opportunity cost over 20 years north of 20B euro. I hope all these motherfuckers get rekt one day.

elsat 4mo ago

Vassal behavior vassal outcomes. The people who agreed to these losing conditions for personal gain did not face accountability.