forecast
Power is solvable through many inefficient sources
Power will not be the binding US constraint because beyond the three combined-cycle gas turbine makers there are 16+ gas power-gen vendors plus aeroderivatives, medium-speed reciprocating engines, ship engines, fuel cells (Bloom), and solar-plus-battery; even doubling power cost to ~$3,500/kW only raises a GPU's TCO a few cents/hour, and utility-scale batteries could unlock ~20% of the terawatt-scale US grid that sits idle outside peak hours.
forecastpending
Speaker
Dylan PatelEvidence Quote
“It could be twice as much as the cost of combined-cycle, and the total cost of the GPU on a TCO basis has only gone up a few cents per hour.”
Source
Dwarkesh Patel Podcast - Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:34:26 AM
My Notes
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