RE: LeoThread 2025-01-24 18:45
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Most everything he's done has failed in the long term but he profits short term. I think the ramp up is just so he can get rich on infrastructure contracts. The AI is going to demand energy away from consumers so need more.
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Power needed for AI is true. However, these AI centers are going to be localized. I very much doubt there will be an AI center located here in South Texas. They'll most likely be located near metropolitan areas where the needed workforce lives.
A bigger threat to energy demand is the demand for electric cars, which are more widespread than AI centers. I had to look into installing car chargers at a property. Installing chargers requires engineering the grid to deliver the power. At minimum, they require a transformer to step up the voltage. Or it could require running bigger lines. Even if you slow charge at home on basic 120V, what's the net drain of thousands of cars plugging in at the same time every night?
Britain, for example, has the "TV Kettle Effect" when a significant number of people simultaneously plug in their tea kettles during a TV break. They have to plan for and design for that.