The energy wall is here: OpenAI cancellations and a GDP giveback
🔴LIVE: WLFI In Trouble? Winter Is Over. Brian Armstrong Pushing DC HARD, FTDA then Lighter & Akash (The Rollup)
“Yesterday OpenAI cancelled their plans for new data center buildouts. Why? Because they cannot get energy. It is happening right now… we’re going to see a lot of cancellations, and I’m afraid all the big leg up we got with GDP growth in the last quarter is going to be cancelled this quarter, because you’re going to find out building data centers is not as easy as it seemed to be.” — 02:13:50
Context: Near-term macro forecast tied to his years-old energy-bottleneck prediction; he also mocks Elon Musk’s space data centers as “giving up on Earth.”