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https://power2026.ai/

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Power 2026 is a primer on AI's impact on the US power markets. The short piece is written by Neel Somani, a former quantitative researcher at one of the world's leading hedge funds.

AI demand is exploding. But while there's been plenty of discussion on the GPU and memory supply chains, the real constraint to expanding AI capacity is power. Data centers already account for ~5% of US power consumption [1] . With data center power demand doubling every two years [2] , demand would in theory outpace total US power generation by the mid-2030s. Building a data center requires thoughtful planning around permitting, surrounding infrastructure, and anticipated power prices. In many cases, the variable cost of power determines whether or not a data center is viable at all. I'm a fo

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