If the AI Investment Boom Was Serious, It Would Be Focusing on Electricity

Posted3 months agoActive3 months ago

zerosizedweasle

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7 comments

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AI InvestmentElectricity GridSustainability

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AI Investment

Electricity Grid

Sustainability

If all these investments were serious there would have already been serious moves to get electrical grid capacity up to where it needs to be. These deals are flashy, and they are being done to generate investor FOMO but they aren't serious.

The article argues that the current AI investment boom is not serious because it hasn't led to significant investments in increasing electrical grid capacity, a necessary infrastructure to support AI growth, a point echoed by commenters who question the sustainability of current AI investments.

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Discussion (7 comments)

Showing 7 comments

IlikeKitties

3 months ago

1 reply

There's plenty of capacity if you are willing to pay more than the people currently using it. And since a lot of people are living paycheck to paycheck already it's easy enough to interpolate that the goal is to make them homeless and without access to electricity so the new AI Datacenters have enough.

It's much easier to do if you don't care about human beings.

zerosizedweasleAuthor

3 months ago

1 reply

Normal people need electricity. That makes it a political goldmine for politicians. People won't give it up without a serious serious serious fight.

IlikeKitties

3 months ago

1 reply

Do you want food or electricity this month?

zerosizedweasleAuthor

3 months ago

Kind of

throwawaysleep

3 months ago

1 reply

You can just take it from existing people. Electricity is optional in West Virginia and Indiana.

zerosizedweasleAuthor

3 months ago

That's obviously what they are going to try to do. Even if they started building today, it takes a long time to add additional capacity to the grid. The data centers will long be finished before the power, even, if they were being built in parallel to start. The political fight will be one for their lives. People will get vicious about this.

incomingpain

3 months ago

They are. The first openai stargate location is placed near to abdundant wasted natural gas. Their second location is in middle east surrounded by energy. The UK stargate is located on solar and BESS battery system. Which can scale as needed.

Grok's DC has controversial generators.

Amazon, google, microsoft are old school in high energy usage.

china's electrical generation displaced millions of people.

Literally all of the big AI players are actively seeking out electrical abundance.

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ID: 45666639Type: storyLast synced: 11/17/2025, 9:10:45 AM

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