Danielle Fong 🔆 on X: "i've been going on and on about this, but basically, AI flips electricity on its head. previously, nearly half the cost of electricity to the consumer was allocated towards distributing it where (and when) you want it. AI data centers want upwards of hundreds of megawatts of" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Messages Home Explore Notifications Messages Grok Lists Bookmarks Communities Premium Profile More Post kristie! @kristiehuang Post Reply See new posts Conversation Danielle Fong  @DanielleFong Subscribe i've been going on and on about this, but basically, AI flips electricity on its head. previously, nearly half the cost of electricity to the consumer was allocated towards distributing it where (and when) you want it. AI data centers want upwards of hundreds of megawatts of power in one place, most of the time. (and for training they don't care about latency) The most constrained thing isn't even the energy itself -- there's a surplus during the solar peak -- it's often the sheer availability & the interconnection. It now can take multiple years to get a grid interconnect to draw power of this magnitude, if the location can even handle it. The capital cost of the power infrastructure is just a tiny fraction

Danielle Fong 🔆 @DanielleFong i've been going on and on about this, but basically, AI flips electricity on its head. previously, nearly half the cost of electricity to the consumer was allocated towards distributing it where (and when) you want it. AI data centers want upwards of hundreds of megawatts of power in one place, most of the time. (and for training they don't care about latency) The most constrained thing isn't even the energy itself -- there's a surplus during the solar peak -- it's often the sheer availability & the interconnection. It now can take multiple years to get a grid i

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