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that infrastructure will go on to power american factories, american chip fabs, american refineries and smelters. the long years of energy stagnation will soon be over.
THANK YOU FOR YOUR ATTENTION TO THIS MATTER
over the weekend san francisco suffered a catastrophic power outage. hundreds of thousands of people were left in the dark, and the streets were mayhem with traffic lights out. we still don’t know the cause but the implication is clear: america must upgrade the power grid.
the ai infrastructure buildout is creating the largest liquidity injection into american energy infrastructure in history. power is the bottleneck for deploying the compute needed to maintain america’s lead in ai. trillions of dollars are ready to go to get chips energized.
another round of LLM psychosis contagion is going around — this is probably the place to start if you want to understand it
https://t.co/N3tfDNkGx4 | founder @trychroma
RT @EpochAIResearch: GPUs only account for about 40% of total power in a frontier AI data center at peak operation. Where does the rest go…
https://t.co/N3tfDNkGx4 | founder @trychroma
RT @dodgeblake: Y'all are wild. "BUT WHAT ABOUT THE GRID?" Homies, yes. That is the exact conclusion of this pictured story. Don't waste y…
https://t.co/N3tfDNkGx4 | founder @trychroma
china has the advantage in much shorter iteration cycles and a strong material economy, but sustained growth relies on government intervention. risk can't be priced correctly. we can win if we play to our strengths!
https://t.co/N3tfDNkGx4 | founder @trychroma