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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
AI token costs will asymptotically approach the fundamental cost of power
“I think the answer will increasingly become yes in the future as the cost of inference, the cost of token generation asymptotically approaches the cost of power, which is the only real operational expense input into the Into the cost of intelligence generation…”
Sivaram: 50-100 GW of AI Data Centers Cannot Be Built Without Flexibility
“We've got 50 to a hundred gigawatts of latent AI demand in the pipeline. It's just not gonna get built unless you have this capability of flexibility.”
Sivaram: AI data centers could consume 25% of US electricity by 2035
“Data centers, which today are about four percent of American energy consumption, AI data centers are about five gigawatts of load, grow to 12% by the end of the decade. AI data centers could be anywhere up to 50 or even more gigawatts, to 25% of American load …”
Waste-oil aviation fuels cannot scale to meet double-digit jet fuel demand
“Today's generation is based on waste oils, fats, and greases. As you mentioned, Shale, they compete with food crops. They don't have great greenhouse gas reduction. Oh, and by the way, they don't scale. We're just, there's no way we're going to get to, you kno…”
Emerald and NVIDIA to deploy 100MW power-flexible AI factory in 2026
“I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah, A hundred megawatt commercial scale AI factory that is truly power flexible. It's custom designe…”
Sivaram: AI data center racks hit 132 kilowatts, heading toward 1 megawatt
“Today, I just was in a data center in Silicon Valley seeing a brand new deployment of NVIDIA GB 200, the Blackwell generation. The rack is 132 kilowatts. It's liquid cooled, and we're headed toward one megawatt rack.”
Data centers will accept power curtailment tiers for faster grid interconnection
“I believe that if electric power utilities and grid operators offered these, a range of different service tiers, just like on the compute side, the cloud operators offer a range of different service tiers to their end AI customers, innovation would solve this …”
Heavy industry will represent a majority of global emissions by 2050
“These hard to abate sectors represent about a third of global emissions today. And they're the ones, you know, as all the listeners know, this is where the energy transition has not started. And so on current course in speed, this will be a majority of humanit…”