Uploaded August 2026 | Updated September 2026, 2 weeks ago
There is $10 trillion in AI data center capex that can't be built because the grid can't deliver the power, not for lack of money. GPU manufacturing through 2030 demands roughly 230 gigawatts. The US grid can deliver about 100. We brought in Ramez Naam to answer one question: how do we power the singularity?
-- Even Texas, the most aggressive grid in the country, can't deliver hundreds of megawatts before 2031.
-- The four paths to a terawatt of AI: deserts with solar and batteries, fission or fusion, the oceans, or space.
-- Southern Ocean data centers: wave-powered, free cooling, 2¢/kWh target, built in factories. Three in the water.
-- Battery costs have dropped 14x since 2010. Sodium-ion could drop them another 10x. A solar + battery plant in the UAE now costs $6/watt.
Watch the full episode: youtu.be/LUFJE5QkINg
There is $10 trillion in AI data center capex that can't be built because the grid can't deliver the power, not for lack of money. GPU manufacturing through 2030 demands roughly 230 gigawatts. The US grid can deliver about 100. We brought in Ramez Naam to answer one question: how do we power the singularity?
-- Even Texas, the most aggressive grid in the country, can't deliver hundreds of megawatts before 2031.
-- The four paths to a terawatt of AI: deserts with solar and batteries, fission or fusion, the oceans, or space.
-- Southern Ocean data centers: wave-powered, free cooling, 2¢/kWh target, built in factories. Three in the water.
-- Battery costs have dropped 14x since 2010. Sodium-ion could drop them another 10x. A solar + battery plant in the UAE now costs $6/watt.
Watch the full episode: youtu.be/LUFJE5QkINg
