Regardless of how AI training evolves, the end game will require immense infrastructure for deployment—not just chips and data centers, but also electrical generation capacity; the US electrical grid cannot supply the power needed at current AI growth rates, making energy availability and permitting the binding constraint.
causalpending
Speaker
CraigEvidence Quote
“that infrastructure is not just the the chips and the data centers it's also going to end up probably being the power you know in the United States for sure and elsewhere in the world uh there's just not enough electrical generation capability to to grow these things at the rate they're going to grow”
Created: 8/11/2026, 5:23:07 AM
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