AI factories
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 9, 2026 by Varun Sivaram · across every show →
Everything said about AI factories, oldest first
Apr 9, 2026 positive
Sivaram: Over 100GW of stranded grid capacity could power flexible data centers
“The grid is utilized at roughly 50% or less during most of the year, and therefore, we have all of this hundred plus gigawatts of stranded power capacity that could power AI factories connecting to the grid today if during those rare peak moments AI factories …”