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.
In turn, data centers will just pollute the air with their natural gas and diesel generators. It’s a lose/lose proposition.
https://www.itpro.com/infrastructure/data-centres/gas-powered-data-centers-whats-behind-the-boom
https://www.fastcompany.com/91265352/california-needs-more-data-centers-but-builders-are-using-a-legal-loophole-to-power-them-with-diesel
Good thing the EPA exists and hasn’t been gutted and disassemble over the last 50 years… Oh wait.
Let’s call methane and such what they are - fossil gas. The “natural” gas green-washing campaign has done enough harm as it is.
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.