Google Nvidia Anthropic 100 GW for AI
The bottleneck conversation around AI has been stuck on chips, but electricity might end up mattering more. Google, Nvidia and Anthropic are each trying to line up 100 GW of capacity for AI, which reframes the whole thing as an industrial buildout rather than a software one. What caught my eye is the argument for flexible data centers instead of just tacking on more power generation. The scale of what's being planned here is beyond anything a normal tech roadmap prepares you for
Transcript (en)
.
