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gigawatt

also referred to as: gigawatts

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 23, 2025 by Andy Lubershane · across every show →

Everything said about gigawatt, oldest first

Oct 23, 2025 bearish
Prediction Open · timeframe Dec 2030
Lubershain: The power grid cannot add hundreds of gigawatts this decade
“We can add a certain number of tens of gigawatts Through the remainder of the decade, but we're not adding hundreds of gigawatts, right? Like that just is not possible.”
Andy Lubershane Oct 23, 2025 ▶ 13:36 Five big questions about the future of energy
Dec 4, 2025 neutral
Assertion Open · timeframe Dec 2027
Matthew: Amazon added 3.8 GW and Microsoft added 2 GW over 12 months
“Like Amazon brought on 3.8 gigawatts in the last 12 months. So they're going to double their footprint in the next two years. Microsoft said they're going to double as well. And they brought on two gigawatts in the last 12 months.”
Shanu Matthew Dec 4, 2025 ▶ 14:29 Who benefits from the AI power bottleneck?
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