# Energy is the dark horse of AI

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-02-24
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** LIVE from NEARCON Day 1 In SF (The Rollup)
- **Watch at:** 03:05:50 — https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11150s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2026-02-24-energy-is-the-dark-horse-of-ai-zmv2/
- **Cite as:** Greg Osuri, "Energy is the dark horse of AI," LIVE from NEARCON Day 1 In SF (The Rollup), 24 Feb 2026, 03:05:50. https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11150s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.