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> Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week.

If a tenth of this happens, and we don't build a new power plant every ten weeks... then what?

It will create demand for electricity. Demand always creates supply. Perpahs that was the missing link to the mass deployment of solar (because there's just no other way similar amounts of energy can be produced).

Perhaps, but Hank Green published a pretty convincing argument recently that electricity supply has nowhere the necessary elasticity, and the politicised nature of power generation in the US means that isn't going to change:

https://www.youtube.com/watch?v=39YO-0HBKtA

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