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US/UK/EU can barely supply energy as it is today. A little will be added for AI, slowly. But good luck re-industrializing without any energy left while competing with China at 1/16th of energy cost. This has been brewing for decades and the people responsible are not going anywhere.


Market forces will fix this.

AI compute will go to places where energy is cheap


sixty five datacenters under construction in Chile, right now

source: Chile National Data Centers Plan | 2024-2030 MinCiencia Ministry of Science, Technology, Knowledge, and Innovation

note - this is "promoting the sustainable growth of the data center industry" .. you know it has to be sustainable


Is the universe sustainable though


http://www.thelastquestion.net


All those are bold announcements by politicians. There are a lot of things to do and it takes many years in Latin America. Also there is no spare grid and electricity generation is kind of in the middle of nowhere. Good luck with constructing a datacenter in there, and then having technical employees to maintain it.

Don't get me wrong, I'm all for those plans. But it will take 5 to 10 years while China has a 15 year headstart.


> Market forces will fix this.

You can't print energy and you can't print infra. Nine women can't have a baby in a month.




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