The iconic green chicken had a lot to say - about a natural gas revolution, the end of OPEC, the end of the EU, why Texas may be a new AI hotspot, and more.
Great interview. Watched a couple of times as they was a lot to unpack. Doomberg has incredible insights and is able to present in simple to understand terminology
Mega data centers, especially those focused on AI processing and cloud services, are predicted to consume 1000 to 1500 MW or more.
Electricity supply is rapidly becoming the major bottleneck for today’s most prioritized technology investments. In the U.S., energy shortages are already causing waitlists for future electricity capacities.
Colocating nuclear power plants with data centers would create numerous synergy opportunities.
Great summary! Hard to disagree, especially when Big Tech makes its money leasing computer power and bandwidth and harvesting our data for free to do it. It's like they're building a vast landfill of electrons.
Great interview. Watched a couple of times as they was a lot to unpack. Doomberg has incredible insights and is able to present in simple to understand terminology
Love Maggie
Mega data centers, especially those focused on AI processing and cloud services, are predicted to consume 1000 to 1500 MW or more.
Electricity supply is rapidly becoming the major bottleneck for today’s most prioritized technology investments. In the U.S., energy shortages are already causing waitlists for future electricity capacities.
Colocating nuclear power plants with data centers would create numerous synergy opportunities.
https://open.substack.com/pub/martinnab/p/ai-and-nuclear-power-the-case-for?utm_source=share&utm_medium=android&r=2ogf27
Good points from Doomberg. This will certainly influence my future investing strategies. 👍
The Nat Gas narrative makes so much sense. Will be watching this space much more closely.
Thoughts on good ways to play that market? The term "Widowmaker trade" is hard to shake from my frontal lobe. 😄
Great summary! Hard to disagree, especially when Big Tech makes its money leasing computer power and bandwidth and harvesting our data for free to do it. It's like they're building a vast landfill of electrons.
I can't help but think of the Matrix every time I go down this rabbit hole!
Thank you!
Thank you Meiko! Great to have you here!