this post was submitted on 12 Oct 2025
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It would be more hilarious if the data centers WEREN'T going up instead of going up anyway and raising everyone else's power bills by up to 50%.
That being said, cheap access to electricity has always been a competitive advantage of the US broadly. If that becomes not the case (which iirc China is supposed to be generating as much power as the entire US in just renewables by 2030), it'll probably be a bigger limiting factor on AI than raw compute power.
By 2030 the AI bubble should be long bursts
please dont get my hopes up