Their point: AI companies investing heavily in the power infrastructure will in the end benefit everybody with a better power grid.
0:49 currently 70% of our power grid is over 25 years old.
2:07 days centers are building backup "behind the meter"
2:39 all of a sudden, days centers are using 2 orders of magnitude more power
6:24 "a shockingly large percentage of the costs of running an electricity grid are for the four hours a year [of maximal usage.]"
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