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power demand

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 6, 2025 by David Friedberg · across every show →

Everything said about power demand, oldest first

May 6, 2025 bullish
Prediction Not checkable as stated
Robotics breakthrough in next two years will surge power demand
“There's going to be a breakthrough in the next year or two that's going to unleash this additional demand curve.”
David Friedberg May 6, 2025 ▶ 22:56 Doug Burgum, Secretary of the Interior | All-In DC
Jul 23, 2025 neutral
Prediction Partly held up
Lochmiller: Data centers will drive 20% of US power demand growth
“Data centers are forecasted to account for 20% of the growth in power demand between now and 2030.”
Chase Lochmiller Jul 23, 2025 ▶ 34:17 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
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