Blackouts imminent? Or just expensive
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/
Discussion
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.