electricity

“I find that many companies have, really have excess demand, which is a very rare problem to have, but so many people want more OM inference, want more tokens generated, and we just don't have the semiconductors and data centers and electricity to meet the dema…”

“Any revolution, and I would call AI. Absolutely a revolution. It's almost a hockey stick on a hockey stick. Clearly, electricity becomes the key factor.”

“It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value.”