US power grid
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 5, 2024 by David Cahn · across every show →
Everything said about US power grid, oldest first
Aug 5, 2024 negative
Cahn: US power supply is insufficient for AI compute demands
“We don't, and I, you know, there's sort of an interesting phenomenon here, which is, you know, the Biden administration passed the IRA, the Inflation Reduction Act, and this was this huge stimulus bill that basically incentivized everyone to build solar and bu…”
Aug 5, 2024 neutral
Cahn: AI will cause gradual energy grid expansion, not an acute crisis
“And so I don't know that it's going to be this like loud crisis that people anticipate. I think it's going to be a slow track for more renewable energy, more power on the grid. And we're just going to, we're going to plot our way there.”