The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kimber: Data centers are entering an era where grid connection is optional
“Generally speaking, I think we're moving into an era where grid connection is optional and should be optional. And that, you know, we should be able to, you know, operate these things fully off grid if necessary.”
Kimber: AI data centers will never offer flexible power load
“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you kno…”
Kimber: AI inference will ultimately draw far more power than training
“I think now what we're seeing is that inference in the aggregate is actually probably a much larger draw than the training in the long run.”
Kimber: Co-located renewables can power Texas data centers carbon-free 75%–80% of the year
“75 to 80% of the hours of the year, we can run fully carbon free with, you know, wind, solar, and batteries all on the same site. And then, you know, 20%, maybe a little over 20% of the time, we need to have some gas or we need to use the grid.”
Kimber: Federal crackdowns on Chinese clean energy equipment will not ease under Trump
“You've got the commerce and trade. You've got DOD and national defense you know, all kind of coming at, in particular, the Chinese sourced equipment for renewable energy. So that's been happening for a while. I don't anticipate it to get any better under Donal…”