A structural power deficit is quietly derailing the $7 trillion AI buildout
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
Yes, please. Feel free to share
https://substack.com/@akaashdeepak/note/c-244840681?r=3p34lu&utm_medium=ios&utm_source=notes-share-action
Love the Article!
$IREN is a 100% renewable data center company with 4.5GW secured renewable grid-conected capacity.
Also I like the LNG and nuclear scenario, I think that in both of this Argentina is being overlooked.
With the world’s second largest technically-recoverable shale gas reserves. And a nuclear sector developing SMR for export.
All this I wrote in my newest article.
Wow thanks. Congress voting AI legislation in the next few weeks, it's concerning.
Indeed. And with all the backlash, who knows what will happen.
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
Yes, please. Feel free to share
https://substack.com/@akaashdeepak/note/c-244840681?r=3p34lu&utm_medium=ios&utm_source=notes-share-action
Love the Article!
$IREN is a 100% renewable data center company with 4.5GW secured renewable grid-conected capacity.
Also I like the LNG and nuclear scenario, I think that in both of this Argentina is being overlooked.
With the world’s second largest technically-recoverable shale gas reserves. And a nuclear sector developing SMR for export.
All this I wrote in my newest article.
Wow thanks. Congress voting AI legislation in the next few weeks, it's concerning.
Indeed. And with all the backlash, who knows what will happen.