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Chamath’s Fix for AI: Big Tech Should Pay Your Electric Bill
All-In Podcast· 2025-10-20 15:10
Google was planning a $1 billion spend on a data center in Indianapolis. There was enough push back and so I think to avoid what would have been an awkward press cycle, Google just pulled it. In this same week, it happened two other times.In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft, and in the 11th hour, Microsoft pulled it. And then in the third example, there was an attempt by an Amazon data center to get built near Tucson that I think also was mothball. I do ...
X @Bloomberg
Bloomberg· 2025-10-13 13:46
German electricity prices for Tuesday jumped to their highest level since February as low wind levels continue to affect the nation’s thousands of wind turbines with more expensive coal and gas-fired plants needed https://t.co/emq4q3roar ...
X @Bloomberg
Bloomberg· 2025-10-02 00:18
Market Trends - Spain's increasing renewable energy production is reducing the influence of natural gas on electricity prices [1] - This trend distinguishes Spain from much of Europe, where fossil fuels still determine electricity costs [1]
Energy Sec. Chris Wright: 'We can deliver AI and stop the rise in electricity prices'
CNBC Television· 2025-09-24 15:15
Energy & AI Industry Concerns - Some states are concerned that bringing AI and AI data centers will drive up the cost of energy for ordinary Americans [1] - AI data centers require 99.999% uptime, raising questions about energy prioritization during emergencies like hurricanes [3] Solutions & Strategies - The industry aims to deliver AI and stop the rise in electricity prices through common sense and data-driven approaches [1] - Turning on backup generators at data centers and critical facilities during peak demand can keep the grid robust [5] - Addressing restrictive EPA rules that prevent the use of backup generators is crucial [4] - Securing the grid and lowering the average delivery cost should be the ultimate impact of AI [3] Examples & Agreements - Google signed a deal with Georgia Power and Light to build a huge data center, locking in their rates for 3 years with no increases [2] Grid & Demand - The only time there is a shortage of electrons is at peak demand time [4] - Consumers will always get the energy first [4]
Gianarikas: Electricity prices are rising as AI data centers need more power
CNBC Television· 2025-09-24 12:17
Energy Demand & Supply Concerns - The US existing grid may not have enough power to support the massive scale of data centers, leading to concerns about fulfilling energy demand [1][2] - AI data centers are increasing electricity prices due to their growing power needs [2][3] - Bottlenecks exist in bringing natural gas online, hindering the ability to meet the power demands of data centers [5][6] - Fulfilling data center companies' ambitions will require 5-10 years to bring online energy sources like solar power and batteries [6] Nuclear Energy & Regulatory Landscape - The US has taken a pullback on nuclear energy due to environmental and safety concerns, while China is pressing forward with nuclear reactor construction [4] - The average construction time for a nuclear reactor in China is 57 years, raising questions about the US's ability to meet power demands [4] - Both the Trump and Biden administrations have attempted to ease regulatory bottlenecks for bringing new reactors online, but it still takes a long time [8][9][10] - Nuclear companies anticipate new reactors may not be operational until the end of the decade or into the 2030s [8] Cost Considerations & Investment Outlook - The cost to build a US reactor is significantly higher compared to China, potentially creating a log jam [10][11] - Small modular reactors (SMRs) promise to bring scale and reduce costs, but this is currently theoretical [11][12][13] - For investors with long-term horizons, nuclear power investments may be wise, but near-term volatility should be expected [14] - Investment opportunities exist in bridge power solutions, such as companies like Fluence and Amoresco that are deploying batteries and solar on the grid [6][15]
X @Bloomberg
Bloomberg· 2025-09-23 11:38
Electricity Market - Electricity prices are rising faster than inflation in the US [1] - Rising electricity prices are now a major political issue in the US [1]
X @Forbes
Forbes· 2025-09-17 00:30
Market Trends - U.S electricity prices are rising [1] Cost Factors - Rising electricity prices are driven by fuel costs [1] - Rising electricity prices are driven by grid bottlenecks [1] Policy Impact - Rising electricity prices are driven by policy shifts [1]
X @Forbes
Forbes· 2025-09-16 09:30
Electricity Price Drivers - U.S electricity prices are increasing due to fuel costs, grid bottlenecks, and policy shifts [1] Industry Control & Profit - The report identifies who controls electricity prices and who profits from them [1]
Can Trump keep his promise to cut energy costs?
Bloomberg Television· 2025-09-15 19:29
In the time since the president's been in office, electricity prices have risen 10%. Is he still able to make good on that election pledge. And how does he get there.>> Look, the president is a very ambitious, aim high guy. He is absolutely committed to lowering energy prices in the United States. We've seen that in gasoline and diesel and oil products.Um, we're seeing screaming increase in US natural gas production and prices there as well, not rising at all. Um, electricity grid's harder. It's just long t ...
X @Forbes
Forbes· 2025-09-14 04:30
Electricity Price Drivers - U S electricity prices are increasing due to fuel costs [1] - Grid bottlenecks contribute to rising electricity prices [1] - Policy shifts are a factor in the increase of U S electricity prices [1] Industry Control and Profit - The report identifies who controls electricity prices [1] - The report identifies who profits from electricity prices [1]