IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESS
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. You see, I told you it couldn’t be
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. In this piece: Toggle You see, I told you it couldn’t be done without turning the whole country into a factory. You have done just that. Niels Bohr (to Edward Teller, upon learning of the scale of the Manhattan Project in 1944) The trillion-dollar cluster. Credit: DALLE. The race t
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