jimbokun 12 hours ago

https://substackcdn.com/image/fetch/$s_!dIvV!,w_1456,c_limit...

Of the items on this chart, I would say AI data centers are providing the least amount of value per % of GDP spent.

And 1930s public works the highest.

  • kulahan 12 hours ago

    I wonder how public works funding would look if 90% of the nation wasn’t painfully far behind in maintenance.

    But also, AI data centers have been around for like 3 years. It’s not surprising they haven’t reached a high level of efficiency yet.

    IMO they are not an argument against excessive power use (I know this is not your argument, just a common one), but rather and argument FOR better (read: nuclear) power generation.

rconti 13 hours ago

Remember when we didn't have enough electricity for electric cars?

  • buckle8017 13 hours ago

    Have you seen the price of electricity?

    That's with only about 5% of cars being electric.

    We've consumed nearly all of the slack in transmission capacity.

    I'm expecting transmission costs to balloon.

    • odie5533 12 hours ago

      Is that from the popularity of evs, or from data centers?

      • warumdarum 12 hours ago

        The thoughtfull hyped reality downvoter must know before doing the deed ..

      • asdff 12 hours ago

        At least in California it is felt really among people who have private power providers that need to both turn a profit and appease shareholders while also paying out various lawsuits and penalties from causing wildfires with poorly maintained equipment. Compare those rates to what you'd get under a municipal power company like LADWP and the difference is dramatic.

      • kulahan 12 hours ago

        It doesn’t really matter if, at the end of the day, our current usage is too high and consumers see EVs as a pro-social purchase. I don’t really think they’re a problem, personally, but it IS the topic of this comment thread, so it’s an appropriate place to complain about this particular issue.

        Edit: also, the problem with charging vehicles isn’t really home owner cars, it’s tractor-trailers.

    • michaelmrose 10 hours ago

      It's more like 2% of cars on the road you are thinking about portion of new cars sold.

    • Schiendelman 10 hours ago

      The price of electricity in Seattle has effectively dropped - we went from a flat 13.4c/kWh to an opt-in time of use system with an overnight rate of 8c/kWh. My bill dropped by a third.

    • gessha 8 hours ago

      Is capacity a static quantity?

    • kalleboo 6 hours ago

      The article discusses how the biggest problem is peak demand, but that midday electric prices have fallen as solar has grown. EVs are perfect for charging during solar peak and making use of energy that would have had to be curtailed, they can even feed back into the grid helping during peak demand.

  • asdff 12 hours ago

    From the headline: >the problem is getting it where it's needed.

    Same issue with EV rollout. EVs are great if you have a single family home and a few grand to spend on outfitting a fast charger. Most apartment renters however are shit out of luck. I mean it has been how many years now of EV cars on the road and virtually no sweeping buildout of EV chargers in apartment complexes that I can see at least. There was a push for like maybe a half dozen token ev charging spots in new parking garage construction but that has been it for years in terms of that scale, a sort of nicety not something you can bank on having when you go to one of these garages. Street parking EV hookup has also not been rolling out at any serious scale. There is 1 single ev street parking spot in my neighborhood; they put it in years ago and nothing more has been built since.

    I know someone with an EV in an apartment without a hookup for them, and charging it is a legitimate constant chore as they have to plan to go somewhere offsite to do it. Frequently they can't take the EV and have to resort to the gas car because the EV is at 20% charge or something.

    I think what we are seeing with EVs is akin to general K shaped economy phenomenon. The rich and rich government leadership assume rollout must be going well, since they can charge conveniently at their house and they see many other Teslas in the parking lot of the country club or the luxury shopping center. Never mind actually considering how a renter's experience might be different, and renters are the bulk of our cities.

    • Terr_ 11 hours ago

      There's definitely a gulf between living-situations, and people assuming their local experience is nationally representative.

      I had a car-purchase decision a few years ago, and ultimately I had to choose based on the housing I had, not the housing I wish I had. It was frustrating to hear a lot of "you can just X" from folks who couldn't seem to imagine an apartment or chaotic street-parking.

      • lostlogin 11 hours ago

        There is another sibling comment saying that it works just fine with charging at fast chargers.

        I would find that irritating as it’s still time consuming - slow charging at home suits me, but as you say, requires a suitable home.

        • lumost 6 hours ago

          if super chargers were always within 5 minutes, located around desirable locations to spend an hour, did not charge idle fees, and everyone had 30 minutes of free stuff to do at these locations... then it might just work!

    • dghlsakjg 11 hours ago

      Why are people so convinced that we need an EV charger per car at every home?

      We need enough high speed chargers in the right places. The average American drives 37 miles per day. That pencils out to less than 30 minutes of charging per week using current high speed standards (which will continue to drop). Your friend could take their car at 20% if they knew that they could charge quickly at their destination.

      We don't need a fast charger for every car anymore than we need a gas pump for every car. When I got my EV, I thought I would need to hire an electrician to put in a fast charger. After a week of just running the 1.5 kw slow charger I realized that was fine. Even using just that charger I am able to get 43 miles of range on my 10 hour overnight charge in an SUV. If you told me I was never allowed to charge at home, I would still use an EV. Parking at the charger while I shop once a week is fine. Most people with EVs that I talk to have the same feeling. Charger anxiety ends up being a non issue except for outliers that drive a lot, or in bursty patterns.

      We need to have enough high speed chargers in spots where people spend at least 30 minutes per week, and that will cover the huge majority of driving.

      Put high speed chargers at malls, grocery store and workplaces and it doesn't matter if you have a charger at home, you can just charge when your car is parked away from home.

      I'm not even sure it's that big of a buildout that's needed. Where I am, there are far more public chargers (level 2 or better) than gas pumps. If I want to charge my car while I'm out and about, its pretty hard to find a commercial district where I would have to be more than 2 blocks from a charger (and I live in rural Canada).

      This feels like a political problem (and maybe consumer perception) a lot more than an intractable one.

      • michaelmrose 10 hours ago

        How many is enough is a complicated thing though. You don't need there to be as many pumps as cars because there is enough everywhere that you know with certainty that you can find one any given time within 15 minutes and be refueled in 5.

        If you have a charger or as many chargers at your apartment for the number of electric cars you know you are going to be able to charge with certainty.

        If you have some small number of chargers at work do you know that you are going to be able to charge? Are you going to go into work park at the charging spot for 30 minutes then play musical chairs with your coworkers instead of working or are you going to park for 9 hours then leave at approx the same time as others ensuring that exactly 5 cars get charged per week despite being able to theoretically charge 336 per week in 3O minute blocks.

        Regarding trips to the grocery store. Did you spend 30 minutes in a parking lot of a grocery store or mall this week? I haven't this month and even so you can't be sure that one of a small number of spots are actually available.

        Currently plug in vehicles are what 1.9% of cars on the road. A relatively small number of spots scattered here and there is enough for this to work better than expected but trying to scale this begins to get pretty stupid pretty fast.

        What does this look like with 1 in 3 cars? At 2 in 3 cars? How does it look like when you try to put enough chargers in the place where people incidentally land for extended periods of time instead of just putting them in lots of homes and apartments?

        • dghlsakjg 4 hours ago

          We could just look at countries like Norway where the internal combustion car is extinct and see how they do it. If you are going to nitpick that Norway has a lot of houses and is rich enough to install chargers in every apartment parking spot, then we can look at Hong Kong, or China, or Nepal, or Portugal, or Ireland, or any of the countries that have mass EV adoption and a variety of conditions including incredible density.

          These are solved problems. It is a case of social and political will (or lack thereof) at this point.

          > Regarding trips to the grocery store. Did you spend 30 minutes in a parking lot of a grocery store or mall this week?

          Yes. Have you not parked your car in a single place for longer than 30 minutes besides your house? It doesn't have to be a grocery store. It can be literally anywhere that you drive your car that has a power line (its actually pretty hard to find a place where this isn't true). The regional district parks near me offer free 7kw chargers for up to 2 hours. Because our province is a net overproducer of green energy, this is very cheap for the district. Never once had an issue getting a spot. My gym has them too, all new hotels in the province, the hospital, banks, gas stations, Costco, etc. Again, this is all in a small rural Canadian town. It really is a matter of will.

          > Currently plug in vehicles are what 1.9% of cars on the road. A relatively small number of spots scattered here and there is enough for this to work better than expected but trying to scale this begins to get pretty stupid pretty fast.

          Only in luddite and backward countries. Most modern, and even less developed countries have figured out how to do this without "getting stupid".

          > What does this look like with 1 in 3 cars? At 2 in 3 cars? How does it look like when you try to put enough chargers in the place where people incidentally land for extended periods of time instead of just putting them in lots of homes and apartments?

          It looks like a problem that a huge number of countries consider to be solved.

      • lumost 10 hours ago

        This math is bad and shouldn't be used as a justification. It presumes that every charger is always available, that variable battery conditions and traffic conditions make reaching that charger every time, and that drivers have time to drive to the fast charger and spend 30 minutes there every time their car has low battery.

        I drive a new EV in the Boston metro, I do not need to drive most days. Charging without an in-home charger is a massive pain even with Superchargers within 20 minutes drive and a 300 mile range.

        A trip to the super charger takes about 1.5 hours assuming its available when I arrive, I can only make the trip when the car needs charging or I am wasting time and energy. The exact time I will need to make this 1.5 hour trip work is variable. It depends on battery conditions, traffic conditions, and what I need to do. I cannot assume that the car will be charged when I need it to be - if I need to depart on Friday evening, or unexpectedly needed to get groceries during the week - I am obliged to spend the 1.5 hours at that moment.

        To avoid these problems, I generally need to charge the car when it has ~30-40% and for battery protection I can only charge to 80%. Turning a car rated for 310 miles range into one with ~100-120 miles of usable range and a 1.5 hour weekly maintenance schedule. That range could be further reduced to 50-70 miles in winter conditions. The stalls at charging station charge by the minute, so you can't exactly wonder off.

        With a reliable home charger, these problems mostly go away, even a slow 5kw charger should charge the car overnight - and a typical tesla installation delivers 11kw. A renter with no ability to plugin and charge overnight will have a tough time with an EV compared to a gas car.

        • dghlsakjg 3 hours ago

          Sounds like lack of a good network of fast chargers is a real issue for you. I can understand why you're so frustrated.

          If you have to drive 20 minutes to find one in a tier 1 city, you are living in a country that is pretty backwards by modern standards.

          In my small rural Canadian town I have to drive farther to get to a gas station than I do to get to a high speed charger. I've also never been skunked on getting a charger. My math works fine here. It works fine in China, and Nepal too. Is Boston still not electrified? Because lack of a grid would be constraint, but otherwise its a very easy problem to solve.

          I feel bad that it is made to be so hard for you to do what many, many millions of people around the world are able to manage with ease.

      • nradov 10 hours ago

        I live in the SF Bay Area and the local shopping centers closest to me have zero EV chargers. California is supposedly going to mandate that all new vehicles be electric in 2035 but that's obviously a ridiculous fantasy; the deadline will be pushed back or eliminated.

        • dghlsakjg 3 hours ago

          Which is why I'm advocating for them to get built.

          I live in a far less wealthy place than you and it isn't an issue here. Nepal has it figured out, so does China.

          Sounds like California should work on catching up to Nepal, or Portugal, or Ireland, or China, or any of the many other places that have this problem solved.

      • Macha 6 hours ago

        I don’t have a garage, as is common in my country. Charging my car off a regular socket would thus require leaving a ground floor window open all night (undesirable from both a security and wildlife intrusion perspective) or installing a socket outdoors (at which point why not just get a charger?)

        • dghlsakjg 4 hours ago

          Sounds like my suggestion to use a high speed public charger is perfect for you since that's a solution that scales and makes it so people that don't have a garage can use EVs and keep their windows closed at night.

    • ssl-3 11 hours ago

      Owning an EV doesn't necessitate spending a few grand to have a fast charger installed. They charge fine from a regular 110v US wall outlet -- they just do it slowly.

      And by "slowly," I mean: Somewhere in the realm of 2-5 miles per hour. It's not fast at all.

      But that's compatible with many lifestyles, wherein: The car is probably just sitting there at home for 12 or more hours per day, anyway.

      If the round-trip commute is 30 miles, and the car gains just 3 miles per hour while plugged in, and it gets plugged in for 12 hours per day, then: It gains 36 miles per day, and the daily-commute part of driving it is completely covered by a regular outlet.

      (Which still doesn't address the conundrum that many apartment dwellers face, but it would've helped me at most of the apartments I've lived in: Ground floor, and parking right outside of my place. I'd have just used an extension cord and the landlord wouldn't have said a word, except maybe to have a chat about how I like the car.)

      • michaelmrose 10 hours ago

        Even people who have a round trip commute of 30 miles drive other places than work on average days and have days when they drive 2 and 3x as much as normal days every time enough greater than average days line up you have to contend with finding a charger which gets more contentious as more electric cars exist AND as they age in the hands of people who cannot afford to just replace car or battery.

        • ssl-3 10 hours ago

          So all of these problems are intractable? There is no way that any of them can be dealt with at all?

          • asdff 9 hours ago

            It falls into the bin of "tragedies of the commons we could fix with current technology but fail to sufficiently fund and support in earnest"

            Really, when is the last time we overhauled our built environment and actually followed through with a comprehensive plan in the west? We couldn't even finish the interstate highway system in a time when we had seemingly great alignment towards it along with far cheaper costs. Public housing failed too. Broadband access failed. Cell service is still pretty spotty and unreliable.

            • nradov 9 hours ago

              Public housing failed not because of insufficient funding or support but because a small fraction of residents were sociopaths and criminals. The authorities refused to take decisive action to quickly evict the troublemakers and so they wrecked the projects for everyone. Section 8 vouchers have been far more effective by enabling low-income people to rent housing from private landlords at market rates. There are some abuses but overall it's a better model than public housing.

              Starlink satellite cellular service is available pretty much everywhere now.

              https://www.t-mobile.com/coverage/satellite-phone-service

              • fragmede 7 hours ago

                > overall it's a better model than public housing.

                I don't know about better, but it's what we've got. The problem is a shortage of housing, and the government building housing solves for that because the public market has been shown to be incompetent at that.

              • asdff 6 hours ago

                That is probably an issue with low income housing overall. I don't think slumlord landlords are somehow immune to renting to gang members.

                When I talk about spotty coverage I mean, verizon says I have an LTE connection, and yet I get served with dialup tier experience. Not always, but often. This has been the case for the probably 15 years I've had a mobile data plan. I experience this nowhere near anywhere remote, in the heart of large cities even.

                • michaelmrose 1 hour ago

                  Neither public nor private parties are immune to renting from problematic people. There are a few important factors in determining trajectory from normalcy to abnormal

                  - Friction to evict for cause.

                  People are less willing to engage in action against tenants when it is difficult or expensive to evict. This is often less about well meaning protections for tenants and surprisingly more about reasonable process in county. If it takes 6 months to get on the docket to get the process started this is going to be more important than what you have to do when you get there.

                  - Financial cost and immediacy of impact.

                  Most places lose tenants at end of term and can find at least some new suckers. Turning your place into a shithole may take years to fully show its impact and in a tight housing market it may still be muffled by the sheer number of poor bastards who need somewhere to sleep.

                  - Incentive structure and distance from decision makers.

                  If throwing out the bums requires work pain and risk only from the peons who manage the place for the owners and failure to do so only hurts residents and owners then one may find that these enforcement actions never happen. A bureaucracy further increases distance between actors and decision makers.

                  If you consider these factors you might rightly conclude that a government project is maximally situated to fail at removing bad actors. Friction to evict those in need is going to be higher than almost anywhere else, front line workers are there for long term career trajectory, have little real power nor incentive and nobody but the residents really feels the pain. If you are running a house of last resort your vacancy rate is going to be low even if its a bad place to live.

                  None of this makes it impossible to run projects correctly it represents increased risk not destiny.

              • michaelmrose 2 hours ago

                Section 8 in my state is a lottery to get on the list for housing which may or may not happen in a multi year time frame. It's mostly unavailable for the people that need it while some folks who have the ability to work live off it after they went through the expected multi year wait.

    • alsetmusic 8 hours ago

      Ew apartment buildings have them where I live, though a limited number so I can imagine that their use fluctuates. Someone who can’t reserve an open charger can’t move in. Someone who can’t get the floor plan they want is less likely to sign a lease even if a charger is available.

      This is in the Bay Area, fwiw.

      • rconti 5 hours ago

        I think this is usually done with idle fees and the like. I was recently apartment hunting and we tested out the EV chargers -- in this case it was a Tesla destination charger, but I didn't realize those now had smarts built into them to provide for billing and idle fees just like superchargers have.

        We ended up in an apartment without any way to charge, so for now we're dealing with supercharging -- and just recently found a nearby condo complex (1/3mi walk) with 19 completely free chargepoints. But yeah, this is Menlo Park, so we have 5 superchargers within a few miles.

  • noosphr 10 hours ago

    We still don't.

    Until free/at cost car charging is provided at work when the sun shines you're just moving the place where combustion happens.

    This may be a worth while trade in downtowns where the main form of car pollution is engine exhaust at an average of 20mph.

    • Schiendelman 10 hours ago

      All three employers I've had over the last ten years now offer free charging at work. New houses everywhere have been putting in extra circuits for charging for years. Apartment buildings are commonly built with chargers now, and older ones are starting to see retrofits.

      Electricity generation is almost always much, much cleaner than burning fuel in an internal combustion engine, and has been since long before EVs became available.

      I think you may need to reset some of your assumptions. :)

      • noosphr 7 hours ago

        And in Singapore I can get 10Gbps home internet.

        The future is not evenly distributed and the outliers matter little.

        >Electricity generation is almost always much, much cleaner than burning fuel in an internal combustion engine, and has been since long before EVs became available.

        Depends entirely on your assumptions about where you draw the line for emissions from second and third order effects.

        Saudi oil is so easy to get out of the ground that compared to coal it's practically green.

        • Schiendelman 7 hours ago

          You've replied to me before - I really wish you would engage positively.

          • noosphr 6 hours ago

            Mindless cheerleading is what got us in the state we're in. More of it will not fix anything.

          • yunwal 6 hours ago

            I don’t think there was anything negative about their comment

            • Schiendelman 6 hours ago

              See their reply that came two minutes before yours. ;)

  • arjie 8 hours ago

    I think Elon Musk would have happily built gas turbines on high-rises if we let him build them in the middle of the city to power those electric cars. I don't think that's a good idea, though.

bob1029 23 hours ago

Project Kilby is probably the most intelligent approach to this problem so far.

https://www.chevron.com/newsroom/2026/q2/chevron-signs-20-ye...

The idea is to bring the data centers, power generators and energy supply together in the ~same physical space so the only thing you have to transmit is data. Moving energy is way more expensive than moving information.

  • fragmede 23 hours ago

    The ocean tidal power data center idea was a neat one.

    • cactusplant7374 13 hours ago

      I agree. It has to be more viable than sending GPUs to space.

      • wongarsu 12 hours ago

        Both are questionable. Tidal power is super neat in theory but we really struggle to make it viable in practice. GPUs in space are probably the lower risk option, but with even more questionable economics

        My preferred outlandish idea would be to put the data centers next to solar farms in the Sahara. I just don't know yet how we are going to make the batteries to power that through the night

        • ssl-3 10 hours ago

          Perhaps: At night, the solar-powered datacenter simply sleeps. (This doesn't fit every workload, but it can fit more than zero of them.)

        • fragmede 9 hours ago

          You put mirrors in space so the sun shines at night in certain places.

    • ericd 12 hours ago

      I don’t see how that generates anywhere near enough power, think about the potential energy of a bucket of water going up and down that amount over the course of a day.

      • vitally3643 12 hours ago

        Sure, but then multiply that by several million buckets. Tidal flows can represent a lot of water volume, way more than you'd expect

        • ericd 25 minutes ago

          Seems way more material/capex intensive than solar/wind? Also, the sea is generally a brutal maintenance nightmare.

    • nradov 8 hours ago

      Neat how? Tidal power never made economic sense. There are only a limited number of places with enough tidal flow to even potentially make it viable. Any moving parts in the marine environment require frequent expensive maintenance due to growths and corrosion. Environmentalists will file lawsuits against anything that causes any damage anywhere, even if it would be a net environmental benefit compared to alternatives.

      • fragmede 7 hours ago

        Ocean waves aren't going to stop at night or on a cloudy day, and don't care if the wind is blowing. Yes, tidal power has its own set of problems, but it doesn't have those ones. The more amazing power source I heard about though is the enhanced geothermal power that Fervo is doing.

        https://youtube.com/shorts/9ltVH8RQYFk

  • jon-wood 12 hours ago

    Are you really saying that in 2026, a year when only the nuts are still trying to claim climate change isn’t a thing, the most intelligent approach to the problem of powering data centres that are mostly being built for the purpose of juicing share prices is gas turbines at an industrial scale? The most intelligent approach is to not build the things. The next most intelligent approach is solar and batteries nearby. Way down the bottom of the list is burning gas to power them.

    • georgemcbay 12 hours ago

      You seem to be assuming the people proposing and making these decisions value the continuation of humanity over share prices.

      What are you, some kind of a Luddite? (/s)

    • bob1029 11 hours ago

      The natural gas is already being flared off to protect the environment (CH4 is a much worse greenhouse gas than CO2).

      The key with this project is that instead of wasting the thermal energy from this unused gas, we feed it into power plants that are constructed nearby, eliminating the need for new pipeline infrastructure and providing some actual value.

      You could go on to argue the oil fields themselves should cease production. This is the only way to actually stop the methane coming out of the ground. Even then it wouldn't happen overnight.

9cb14c1ec0 1 day ago

Question for the experts: does the power crunch mean that AI hyperscalers will turn off previous generation GPU datacenters to free up power for their new Vera Rubin GPUs?

  • pitched 1 day ago

    I think it’s more likely we’ll raise prices until demand lowers enough to match supply.

    • linkregister 1 day ago

      Open models enforce a floor on prices, unless overall compute is so constrained that those prices rise also.

h4kunamata 23 hours ago

1. People fighting back due to never ending effects caused by these massive data centers

2. Companies realising that they are burning half million to get nowhere

3. Circular investment scaring investors

4. And more recently, companies hiring people back coz the AI aimed to replace humans, created more problems than solved them

5. Memory cartel falling apart, again, they did the same thing during 2000s

6. China is making good ML free, supply and demand, destroying the US tech token business model

7. Even META has too much computer power and no enough use for them.

Those are the main reasons why AI buildout is not just slowing down but falling apart faster than expected.

  • TwoNineFive 1 hour ago

    > AI buildout is not just slowing down but falling apart

    Premise perverted, FUD averted, false-victimhood denied.

    A datacenter did not murder your family.

cdrnsf 13 hours ago

Apparently they're fast tracking gas fired power plant approvals, so we can expect production to increase and the climate crisis to worsen. https://www.motherjones.com/politics/2026/07/donald-trump-ep...

onion2k 1 day ago

The primary bottleneck to this growth is the availability of electricity.

The bottleneck for building some AI datacentres and switching them on is electricity, sure, but that's not what drives growth. There also needs to be demand for the additional capacity; people need to be waiting for capacity to catch up so they can do the useful work that grows [society|GDP|something] that they aren't doing right now.

There's also very likely to be diminishing returns from additional capacity if we're near or over the limit of productive use. And there's the opportunity cost of what could have been done with that [money|land|electricity].

This is a much more complicated system than "people say they need more AI -> build datacenter -> power datacenter -> magical growth!"

  • pitched 1 day ago

    In the Innovation Adoption Curve, we are absolutely beyond the Early Adopters phase and possibly the Early Majority. The growth rates necessarily have to start trending down because there’s no one left to sell to.

    • ahartmetz 13 hours ago

      I'm not sure if the classic adoption curve applies. Has there ever been a product that vendors were shoving down customer's throats as relentlessly as AI?

    • Schiendelman 10 hours ago

      I doubt it. We're less than six months in to really good coding agents, and they keep improving. Software will eat a lot more of the business world when it's this much cheaper and faster to produce.

  • user43928 23 hours ago

    I cannot currently access Fable class models, I am out of usage credits.

    Anthropic is removing these larger models from personal plans at the end of the week to focus on selling it to enterprise users.

    Putting these more intelligent new models into the hands of more people seems very worthwhile to me.

    • onion2k 23 hours ago

      I don't think Anthropic are doing that because they don't have enough compute capacity. If we had 100* more datacentres the message would still be the same - they're focusing on selling Fable access to enterprise users because that's what makes them more money.

      • user43928 22 hours ago

        Either the cost to serve this larger model is so high that they cannot offer any reasonable usage quota for it at subscription prices, or they really do not have the capacity.

        I think that it might well be true. The Opus models had capacity issues on many occasions too. Can the larger model even be served on all of the hardware they have, or only a subset?

        It would not surprise me if growing enterprise demand threatens capacity, making it impossible for Anthropic to offer the model in subscriptions at this time, even though they could do so at a profit.

    • surgical_fire 22 hours ago

      Do you pay API prices? Or are you on some of those plans that are deeply unprofitable?

      I am not even sure if API prices are actually profitable, but they certainly aren't as unprofitable as the subscription plan users.

      Either way, that's why you don't have access. It has nothing to do with capacity constraints.

      • user43928 22 hours ago

        We do not know whether subscription plans are unprofitable at all.

        Some estimates suggest that this is the case only for the heaviest users.

        Many seem to confuse API prices with the actual cost to serve the models, and thus reach the conclusion that subscriptions must be deeply unprofitable.

        Anthropic is officially citing capacity constraints with the intent to bring the Fable model back to subscriptions plans as soon as capacity allows.

        • surgical_fire 22 hours ago

          > We do not know whether subscription plans are unprofitable at all.

          That's pretty much certain. It's sort of cute when people like to pretend otherwise.

          > Many seem to confuse API prices with the actual cost to serve the models, and thus reach the conclusion that subscriptions must be deeply unprofitable.

          I don't make that mistake. I actually suspect that the actual costs may be higher than the API prices. I think those may still be subsidized.

          > Anthropic is officially citing capacity constraints with the intent to bring the Fable model back to subscriptions plans as soon as capacity allows.

          Yeah, I don't think they are being truthful at all.

          • anthonypasq 9 hours ago

            > I don't make that mistake. I actually suspect that the actual costs may be higher than the API prices. I think those may still be subsidized.

            how are you still under this delusion? so you think that all the hosting companies on openrouter are just burning money selling GLM 5.2 tokens at 1/6th the cost of opus 4.8 api pricing?

            Mark Zuckerberg literally tweeted today that they are pricing Muse Spark 1.1 much lower because other companies have excessive margin.

            • surgical_fire 6 hours ago

              > delusion

              It's not me the one that believes whatever comes out of the mouth of Zuckerberg.

  • leonidasrup 22 hours ago

    The most important sentences of the article are:

    "Discussions about expanding electricity supply to power the future often become debates about which source is most suitable: gas, nuclear, solar, or something else. But these are a distraction. Far more fundamental is ensuring power can be efficiently delivered where needed."

    This is the reason why data centers are not run only on cheap solar power.

pitched 1 day ago

TFA isn’t about consumer usage, it is about training the next generation models. An interesting thought I heard recently is that a SOTA model has about the same parameters as the number of synapses in a Golden Retriever’s brain that are not dedicated to biological processes like breathing. Most of that should be wrapped in double quotes, don’t take it literally! But that number is about 100x lower than the same synapses in a human brain.

If the next order of magnitude costs 40B, I wonder if it’s even possible to get to the one after.

  • convolvatron 13 hours ago

    just wait. the current gold rush has left any consideration of efficiency or price-performance at the side of the road. the entire enterprise is structured as a 'whoever can spend the most money wins the game for all time'. if we can get past that and invest more in theory and systems at a natural pace it'll just keep getting more affordable over time.

overgard 10 hours ago

> But if AI is a race with national security implications, they won’t be fast enough.

I really don't think this is the case. As far as I can tell there are two national security things where LLMs have some utility; mass surveilance (ick!!!) or software security. To me that does not justify a huge infrastructure buildout considering the implications of said infrastructure.

ullunaam 1 day ago

Crusoe bypasses the grid completely by leveraging old batteries and wasted resources to power compute.

beepbooptheory 13 hours ago

I think at the very least, once the dust settles, a lot of these datacenters could become really really cool haunted houses, giant escape rooms, etc.

The real "AI" success story will be the person that makes an IRL backrooms theme park in the husk of a datacenter.

Or: laser tag park, the vests you wear are in part old tpu/gpu components.

  • loosetypes 13 hours ago

    Or: filming location for the next Bond movie

    • felix-the-cat 12 hours ago

      “Do you expect me to code?”

      “No, Mr. Bond, I expect you to prompt!”

jqpabc123 1 day ago

‘the abundance of [AI] will be limited by the abundance of energy’.

And the reason current US policy opposes clean, renewable energy is --- purely political.

  • mullingitover 1 day ago

    You don’t even need to mention the long-term sustainability benefits of renewable energy. It is simply the dominant option economically. Dollars in, watts produced, fossil energy can’t touch it.

    Politics is merely a downstream effect of the root of the problem: corruption and regulatory capture. Regression into the authoritarian petrostate pattern.

  • SilentM68 1 day ago

    > And the reason current US policy opposes clean, renewable energy is --- purely political.

    What isn't "purely political?"

    Everything is political in the world, unfortunately.

  • rayiner 1 day ago

    Who is opposing renewable energy? Texas is projected to top California as the state with the largest amount of solar before the end of the Trump administration.

  • arjie 8 hours ago

    That's true, but it's bipartisan policy. The Trump admin obviously is fighting wind, though solar is just too useful to be able to be stopped even by them. But it's also popular among environmentalists to fight solar projects https://v2.courthousenews.com/greens-fight-mojave-desert-sol...

    And Indian Point in NY is the classic example of how nuclear was supposed to be replaced by renewables but was replaced by gas (and many solar installations in NY were blocked so we're not coincidentally here): https://www.theguardian.com/environment/2024/mar/20/nuclear-...

    So, it's political in that our policy is in line with what most people want: fewer renewable generation stations. But there's no outside enemy to conquer here. We've just collectively decided on this equilibrium.

ecshafer 12 hours ago

The politicization of AI has been a huge damper. NYS put a 1 year moratorium on datacenters with some municipalities doing so as well. My town did a 1 year ban, despite us being a retarded location for a data center (more expensive land than surrounding areas, less water access, far from power). US has also been lagging in power capacity, because of the anti-growth segment of politics. More nukes.

  • Terr_ 11 hours ago

    > The politicization of AI

    This should include the AI companies trying to sell their product to the government, suggesting it is a strategic asset in need of protectionism, and playing the PR game of "our product will let us own the world, we're so awesome you should be scared and invest."

  • Shitty-kitty 5 hours ago

    Even rural localities in blood-red states are opposing datacenters. Noise, water electricity usage coupled with few permanent jobs and little tax-income due to subsidies have made them unpalatable to many.

    • ecshafer 4 hours ago

      Tax subsidies for jobs is a bad practice in general. Land should be taxed, if a Data Center is the most profitable use of a land, then thats what should be built.

      Water usage is overblown, its brought up because one shitty policy paper 1000x their numbers due to incompetence.

      Noise is only an issue where they fly in generators and gas turbines. Normal data centers are plenty quiet.

      • Shitty-kitty 4 hours ago

        The problem is that they are building these wherever they can without any consideration for how they are affecting the communities. The noise concerns are common because they build them in areas without enough electric capacity. The water concerns are real, not because of some paper or because the water usage is incredibly high but again because they built them in locations that don't have enough of that resource. The tax subsidies were negotiated in bad-faith, essentially lying about the number of permanent high-paying jobs they bring.

neuroelectron 1 day ago

Maybe it's the same thing I heard it was six months ago when it was determined that more hardware was sold than twice the nation's supply of electric.

emsign 11 hours ago

Peak demand

mawadev 13 hours ago

"The primary bottleneck to this growth is the availability of electricity."

We put the cart before the horse, lets stop talking about growth and focus on making it useful first lmao

  • trescenzi 13 hours ago

    Totally agree. One thing the AI bros believe though is that growth == useful. If you strongly believe that the larger the model the smarter it is then you think through growth we get AGI which implicitly is useful because reasons.

0xbadcafebee 1 day ago

This is part of why the AI bubble will burst. The only way to make the profit numbers backing the loans to AI companies is to get increased capacity, and the capacity requires energy, and the energy won't arrive in time, only partly due to all the factors here, and partly because building transmission and generation is speculative and can fail for a number of reasons.

US administration can try to pull a China and basically remove all regulatory barriers (following existing playbook of "do whatever we want and wait a year or two for the courts to catch up and stop us"). It'll create havoc that will make people very upset (more so than the people that already protest DCs in their backyards). But even then, it's construction on varied terrain and property over long distances; you can't predict exactly how that will go. Triple the estimated timeline and that is probably doable, but current AI investment likely can't wait that long, unless somebody can pull additional hundreds of billions out of a hat to extend lines of credit or a ponzi-scheme-esque paying-creditors-with-newly-lent-money. In that time the market will realize the hype was hype, the gains were modest, they'll start divesting, and then the house comes down.

One way around that might be to deploy thousands more gas turbines and make rural air quality look like 2010 Beijing. It will probably happen if things get really tight, and we'll see how the current administrations's base responds; if they stick it out, the market gets a reprieve.

  • bjustin 8 hours ago

    Deploying thousands more gas turbines in a short time is impossible. Lead times for gas turbines are already multiple years.

trhway 8 hours ago

kind of reminded USSR history of 100 years ago - a mostly agrarian country destroyed by war and revolution doing jump into industrialization with electrification being the driving core of it (the other major factor was GULAG - electrification plus unlimited free labor - winning formula :)

https://en.wikipedia.org/wiki/GOELRO

"In 1920, British writer H. G. Wells visited Soviet Russia and met with Vladimir Lenin. Wells believed that it was impossible to realise the Russian revolutionary’s plan, as he wrote in his book Russia in the Shadows:

For Lenin, who like a good orthodox Marxist denounces all "Utopians," has succumbed at last to a Utopia, the Utopia of the electricians. He is throwing all his weight into a scheme for the development of great power stations in Russia to serve whole provinces with light, with transport, and industrial power..."

Our civilization is converging on electricity right now. 200 year ago electricity looked like a set of disparate phenomena. I wonder if in 200 years we'll be basing our society on some new energy form instead of electricity - something like gravitational conductors or some StarTrek singularity generators and plasma coils.

rayiner 1 day ago

We should have been building more nuclear. We’re not going to upgrade civilization with windmills and putting on sweaters. Think of how much power we’ll need for millions of robots?

  • OKRainbowKid 1 day ago

    I don't see how expensive energy helps us "upgrade civilization".

    • rayiner 1 day ago

      Its only expensive because its been regulated to death. In terms of potential energy output in a given area its tops.

      • vrganj 1 day ago

        It's been regulated "to death" because it's responsible for some of the worst man-made catastrophes of all time and has made large swaths of land uninhabitable for ~forever.

        Move fast and break things this is not.

        • duped 13 hours ago

          It really hasn't though. Fossil fuels kill or disable more people every year than nuclear power has, ever.

          Even in terms of radiation accidents, nuclear power generation pales in comparison to orphan sources from medical equipment. Yet you don't see people clamoring on about fewer x-ray or radiological machines.

          > made large swaths of land uninhabitable for ~forever.

          Are you talking about places besides the Chernobyl exclusion zone?

          And why compare the small amount of area made dangerous by nuclear accidents to the entire planet being destroyed by fossil fuels?

        • Mawr 11 hours ago

          Hilarious hysterical nonsense.

          Worst catastrophes? Pick any industrial accident with more than like 10 people killed and you've got nuclear beat. A single plane falls from the sky and you've outdone nuclear.

          Large swaths of land? You mean a tiny part of Ukraine?

          Keep breathing in the radioactive coal fumes in the air, those are good for you, actually.

      • nibbleyou 22 hours ago

        Unregulated nuclear energy is only going to show us how unsafe it is.

        • karahime 10 hours ago

          Most of the US's problems on this have little to do with putting too much priority on safety. There are countries that show that you can have a sane regulatory process and still get well priced nuclear. France from the 70s through the 90s and South Korea are the classic examples. Neither compromised on what's actually needed, but both cleared the way on redundant walls that don't demonstrate or stop anything bad from happening. You can achieve both greater nuclear safety and reduced process burden through standardization, which is how most places that have done it got it done.

  • linkregister 1 day ago

    Unit economics for renewables coupled with storage are excellent. I agree we should reform nuclear regulation to allow new nuclear plants to pencil out. I disagree that we should discount the value of renewables.

    • vasco 23 hours ago

      Solar and wind take up a bunch of space and generate a bunch of waste after the panels are decommissioned, plus the wind generators are ruining every single landscape we have. With 5 nuclear stations per country you could cleanup so much of Europe.

      • leonidasrup 22 hours ago

        The environmental damage caused by "clean" power sources is done mostly in countries which are far from Europe, so it's not much discussed in Europe.

        Like:

        Copper. "As the world shifts to wind energy and electric cars, demand for the conductive metal has increased. But mining copper brings its own environmental hazards"

        https://www.theguardian.com/us-news/2021/nov/09/copper-minin...

        Impacts of lithium mining on water stressed regions in Chile

        https://www.theguardian.com/global-development/2026/jan/01/c...

        Impacts of rare earth refining in China.

        https://www.nytimes.com/2025/07/05/business/china-rare-earth...

        silicon tetrachloride from solar production

        https://www.azocleantech.com/article.aspx?ArticleID=831

        Europe should not outsource it's ecological impact to developing countries.

        • dawnerd 22 hours ago

          And the person you replied to probably doesn’t realize spent nuclear fuel has really no where to go other than long term storage.

          • constantius 19 hours ago

            They probably are aware of nuclear waste and of the modalities of dealing with it, and still believe that not investing into nuclear is shooting yourself in the foot.

            FYI, a typical 1GW nuclear plant produces 30 tons, or 10m3, of high-level waste. Germany uses ~500TWh of electricity per year. So Germany could replace all their electricity generation with 60 nuclear plants and would need to find space for 1800 tons or 5km3 of waste per year.

            For comparison, German landfills can accommodate 70M metric tons per year.

            France, a country famous for its investment into nuclear, is not covered in nuclear waste, and does not seem to have any issue disposing of it safely.

            Nuclear has its disadvantages, but painting the many people who advocate for it on HN as delusional or ignorant is not very respectful.

            • dawnerd 15 hours ago

              Solar doesn’t produce that much waste either and that was the point. Just because you don’t see the nuclear waste doesn’t mean it isn’t sitting there somewhere. The person was acting as if clean energy is dirty via its waste. For the record I’m all for nuclear - it’s insane we’ve regressed so much and not invested into more. But it’s also insane we’re not taking more advantage of green energy where we can.

              • leonidasrup 13 hours ago

                Most of the solar panels are pretty non-dangerous waste (cadmium telluride (CdTe) solar panels are dangerous waste, but are currently only small part of installed solar panels).

                Silicon tetrachloride used for silicon production is toxic and has to handled carefully.

                The main point is that, if Europe wants to invest more in solar power, it should also do the manufacturing in Europe and waste disposal in Europe.

                • qlte 13 hours ago

                  Sure, I don't disagree with the ideal of onshoring more manufacturing for solar, but then the same standard should be applied to the entire supply chain of all forms of power generation. Frequently those negative externalities seem to be most often raised as a "gotcha" for solar specifically, in an attempt to rebut the clear environmental advantages.

                  For example, nuclear power is often sold as a plant that just sits there churning out zero-emissions power for 50 years from a few tons of super energy dense fuel (such as from the above commenter). Without acknowledging that fuel needs to be enriched from intensive and environmentally destructive mining of raw uranium ore. Which comes with risks to workers and possible contamination of groundwater to nearby communities, etc. Or the carbon impacts of the massive amounts of concrete/steel/etc that are required to build the plant, or the opportunity costs of spending tens of billions on a plant that will require continuing to burn natural gas and coal for another 10-20+ years until it comes online as a replacement, etc.

                  Otherwise it's just special pleading to apply a different standard that exaggerates the negative externalities of solar + batteries.

                • Shitty-kitty 4 hours ago

                  Of course, that's money that is not going to go to slowing global warming.

              • constantius 9 hours ago

                Fair. I've seen the use of nuclear waste to derail conversations about nuclear so often that I reacted without looking at the context, sorry.

              • vasco 1 minute ago

                You know those big fields of panels in China? Where do you think they all will end up at the end of 25 years? To talk about nuclear waste is to be intentionally lying, nuclear waste amount generated is TINY.

            • 59percentmore 11 hours ago

              How many tons does it take to make a dirty bomb that irradiates a city center or small downtown? To poison an aquifer when storage fails? How much does it cost to make sure neither of these events, or any other similar hypothetical, doesn't happen, not even once?

              • constantius 9 hours ago

                As far as I know, it hasn't happened, not even once.

                Your objection appeals to emotions, not to reason. The very kind of objection that has enabled fossil fuels to be seen as less dangerous. FYI, nuclear energy has killed single digits of people. Fossil fuels kill around 10M annually through pollution alone.

                Granted, your lament aims to make people privilege clean energy over nuclear, but in nature it is still the kind of thought-terminating fearmongering that gets us surveillance to protect children, so I object on principle.

        • triceratops 13 hours ago

          Is mining and refining uranium or oil free of environmental impacts? Does Europe currently have or do either?

        • linkregister 5 hours ago

          Distracts from the much larger environmental impacts of coal, oil, and nat gas production, which is much higher on a per-capita basis.

          Comparisons should be made for replacements.

      • qlte 13 hours ago
          > plus the wind generators are ruining every single landscape we have.
        

        This feels, uh, wildly overstated.

cobbzilla 1 day ago

Cheap ubiquitous distributed power systems will change the world in many weird ways. Watch small modular nuclear offer home installation for ~$reasonable and getting cheaper every year.

Fast forward 20 years from the advent of essentially infinite energy results in WWIII and a new “Great Detente” but only after all the assholes have wreaked all the havoc they can.

There are dark days ahead but ultimately a brighter future. Sucks to live through that transition phase though.

  • walrus01 1 day ago

    I'd like to see a well reasoned plan to install small modular nuclear power at peoples houses that prevents the mentally ill, criminally reckless or terrorist minded people from cracking them open and obtaining access to the isotopes.

    • cobbzilla 1 day ago

      have you never visited a rural neighborhood? or an affluent neighborhood?

      there are still many neighborhoods where people leave their doors unlocked because it is actually that safe. not every location is rife with criminal activity, and many are well protected.

      • walrus01 1 day ago

        Serious question, do you actually think that if you distribute millions of small nuclear reactors to homeowners geographically spread out around all of North America, 0.000% of them will be dangerously mentally ill, criminally reckless or inclined to terrorist like activity? Based on the frequency and number of mass shooter type incidents, (or like, David Koresh and the Branch Davidians) this would be a very naive view.

        It doesn't require a criminally minded 3rd party coming onto someone's "safe" property to do something horrible with a sawzall and/or oxy-acetylene cutting torch.

        • cobbzilla 1 day ago

          have you never heard of tamper-proof containers? mess with it, it’s useless and you go to jail for a long time?

          Plus, they’re ubiquitous, you don’t know who has one, max damage is minimal even worst case — go fish!

          • walrus01 1 day ago

            That's a very optimistic view of humanity that I can't say I share. If you give a sufficiently motivated person enough isolation and time, they can cut into just about anything. And possibly deal with cleaning up the results of any internal tamperproof countermeasures. In a world that contains people like the Las Vegas mass shooter or those who conducted the 2015 attacks in Paris, handing out isotopes to the ordinary person seems like a recipe for disaster.

            We live in a world where multiple people are killed every year by tipping vending machines over onto themselves and you propose to make nuclear reactors a mass market consumer good that goes in everyone's garage?

          • cobbzilla 1 day ago

            We have microwave ovens. They’re pretty safe. Imagine something as safe as that. We can do it.

            But I can’t disagree that it’s more exciting to imagine terror dreams.

            • myrmidon 13 hours ago

              First: microwaves are only safe if you don't mess with them, a bunch of people get killed by tinkering with their high-voltage transformers (at least 35 US deaths from one specific usecase alone in the last decade, see https://www.woodturner.org/Woodturner/Resources/Safety-Mater...).

              A big potential concern with small reactors are highly toxic radionuclides; those can be much more dangerous (with LD50 far under 1mg/kg) than "ordinary toxins" like bleach or even nasty stuff like methyl isocyanate. That means expensive disposal and protection measures.

              All of this is a non-concern though because there is no realistic path for nuclear reactors to compete with PV+batteries, ever. With cells already <$100/kWh and the panels being cheaper than glass windows, we will never be able to build, maintain and dispose of nuclear based reactors tech at a competitive price point, especially not with the insane current battery demand (automotive) driving technical optimisation and price competition.

      • yehoshuapw 1 day ago

        While that is true, if there is something worthwhile enough in a far and safe location - it won't stay that way

        • cobbzilla 1 day ago

          It’s everywhere. It’s in the shed in your backyard. Nobody knows it’s there. Lots of people have them. It’s an appliance.

          The worst thing an evildoer can do is blow up your own house and the few around it. and no one does that because you go to jail forever.

          The worst thing you can do is let it melt down, which means it quietly shuts itself down.

          • walrus01 1 day ago

            > The worst thing an evildoer can do is blow up your own house and the few around it.

            No, they can take the isotopes out and dump it into your local water supply. Or if they're suicidal and the isotopes have been encapsulated in some sort of tamperproof system, grid the whole thing down to granulated powder using less than $20,000 of power tools (disregarding their own health and the entire nearby area, of course) and then dump it into the local water supply.

            • fragmede 23 hours ago

              If someone evil has access to the water supply, is radioactive material the worst they could do? that'll, what, give some people cancer which is really bad but it'll take a while to get them. If people wanted to be shitheads, they could already dump arsenic or LSD into the water supply, or any number of others things. that are already available to them right now! Have you personally tested your taps chlorine or flouride or lead levels recently?

              • Micrococonut 6 hours ago

                Except most people don’t have industrial levels of arsenic, LSD, or other highly toxic substances stockpiled in their homes. Nor do they have a way to obtain it without triggering a visit from a swat team. Which is exactly what this comment chain is discussing. The potential for harm when you don’t have to go anywhere but your own basement/a few neighbors to obtain enough enriched uranium to create a superfund site.

          • TheOtherHobbes 23 hours ago

            You're seriously proposing that a country with regular mass-shootings should give everyone a device that can cause a radioactive meltdown or a small explosion?

            • fragmede 23 hours ago

              We already let people have cars and those things are crazy dangerous! No one should be allowed anything, ever, until we bubble wrap everything in the world to be perfectly safe!

              • walrus01 23 hours ago

                Well, we already have strict background checks, licensing and regulations for a scenario such as if a person wants start a home based business manufacturing and storing C4, Semtex or similar at their rural property. If the idea is to start handing out nuclear reactors for peoples' houses, the possible damage that could be done is far greater. No matter how well packaged it is or designed to be consumer friendly.

                • Micrococonut 6 hours ago

                  I feel like the level of discourse on HN has fallen to that of reddit recently. I used to expect more of people on this website. When the rebuttal to home nuclear energy generation being an obviously horribly bad idea is “oh well we have cars too and those are dangerous. Guess we just live in baby world. Little baby world where little baby’s aren’t allowed to own their own nuclear reactors”, it’s just like man. What are you even doing here haha.

    • pitched 1 day ago

      There isn’t much need to extract isotopes if you have an actual working reactor, is there? Just use that as-is to cause whatever damage.

      • walrus01 23 hours ago

        From a strictly red team threat analysis perspective, if you have an extremely safe working reactor that can't be made to melt down, no, the reactor can't be used to hurt much that is in the same location as the reactor. If you are able to get the isotopes out and start spreading them around or making a dirty bomb type thing (where the explosion just serves the purpose of throwing the isotopes around), that could be pretty catastrophic.

  • hdgvhicv 1 day ago

    Why would I need “home nuclear” when I’m already self sufficient in power in the winter with 15k of solar and battery, let alone the summer.

  • leonidasrup 22 hours ago

    There were some crazy ideas for nuclear powered cars, but there are hard physical limits how small you can make a nuclear reactor.

    1. Smaller the nuclear reactor is more neutron leakage you get. Each neutron which escapes a nuclear reactor is a neutron which can not be used to sustain the chain reactor. To compensate this you have to put more fissionable U-235 isotope into the reactor and as a result you need higher enriched nuclear fuel. A nuclear reactor in nuclear submarine can have the size of a dining table but it's running on nuclear fuel enriched to a weapon grade enrichment.

    2. Even a small nuclear reactor with few kW thermal output needs a thick and heavy radiation shielding. This is not problem for power plant, or nuclear powered submarine, or nuclear powered ship. But the shielding requirement were problem for nuclear powered airplanes or trains.

    https://en.wikipedia.org/wiki/Nuclear-powered_aircraft

    In case of the mobile ML-1 experimental nuclear reactor, built as part of the US Army Nuclear Power Program, extensive shielding was omitted in favor of a personnel exclusion zone of 500 feet (150 m) while in operation.

    https://en.wikipedia.org/wiki/ML-1

    Chicago Pile-1 (CP-1), the first artificial nuclear reactor, didn't have shielding. But, to keep the dose of ionizing radiation for the staff within reasonable limits, it operated only for very short time periods and the total output of CP-1 was only few Watts.

    https://en.wikipedia.org/wiki/Chicago_Pile-1