Energy is the dark horse of AI
LIVE from NEARCON Day 1 In SF (The Rollup)
“No one’s talking about one problem, and that’s energy… I think that’s a dark horse for AI. Why? Because we have about $2 trillion in commitments, sovereign commitments. Most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn’t. I mean, to get a transformer today it’s about seven years.” — 03:05:50
Context: Responding to OpenAI’s trillion-dollar spend plans and Microsoft’s $80B capex; he clarifies transformer lead times as “four to seven years” and cites ~$150B in pending orders at suppliers.