AI is hitting a wall with energy, growing ~5x a year
"AI Sovereignty: Building the Path to Individual AI with Greg Osuri" (The Outpost Podcast)
“I think, like, AI is hitting a wall with energy. Some say it’s data, but I don’t believe it’s data. I think there’s a lot of data out there with the right incentives we can unlock the data, but we cannot get more power with the right incentives because the infrastructure doesn’t exist in the United States… the energy needs are growing at half an [order of] magnitude, about 5x every year.” — 00:28:01
Context: His core macro thesis entering 2025; the 5x figure is in the [00:28:43] block (transcript garbles “half an hour on magnitude”).