
Hyperscalers' AI buildout will require massive amounts of energy.
Saw this post from CNBC’s Brian Sullivan about how the AI boom is creating a huge new source of electricity demand. As Amazon, Microsoft, Google and Meta keep building AI data centers, Sullivan says the US power grid and energy sector will need major expansion to keep up. It’s wild to think AI’s growth could end up reshaping energy markets just as much as tech itself. Can the US energy infrastructure realistically keep pace with AI demand over the next decade?