Episode 95

The Achilles heel of AI and AGI is electricity. By 2030, new data centers require $6.7 trillion worldwide, based on current market data, to keep pace with the demand for compute power. Not much, however, will be built without a massive scale-up of solar, wind and batteries. The Angry Clean Energy Guy on why we should expect an acceleration of renewables deployment around the world, as everyone eventually wakes up to the fact that nuclear will take 20 years to deliver, gas turbines are virtually unavailable through 2030, and new coal is finished everywhere except in China and India.