Herman Jin(@ShanghaoJin):AI ROI was never the question, electrons might be - money can't buy you queue position In my view the winner is whoever locked power, & whoever can light theirs up fastest I visualized Fundai report & summarized it below: 2027 AI needs 2x the electricity N America can physically deliver Demand: global 44-50GW, CoWoS & BOM cross-check. But the US energizes only 11.4GW/yr last 12mo vs a 381GW pipeline. N. America needs 35GW, of which grid can provide just 11-14GW, while behind the meter self-gen adds 5.5-9.4GW. Permitting killed 78% of the 43GW stranded & equipment is sold out — large gas frames thru 2031. "Power delivery is the binding constraint, and it sits upstream of everything a sponsor can pay to accelerate." — thanks to @FundaAI , Deep|AIDC (27 Aug 2026)

2026.09.02 03:22

AI ROI was never the question, electrons might be - money can't buy you queue position In my view the winner is whoever locked power, & whoever can light theirs up fastest I visualized Fundai report & summarized it below: 2027 AI needs 2x the electricity N America can physically deliver Demand: global 44-50GW, CoWoS & BOM cross-check. But the US energizes only 11.4GW/yr last 12mo vs a 381GW pipeline. N. America needs 35GW, of which grid can provide just 11-14GW, while behind the meter self-gen adds 5.5-9.4GW. Permitting killed 78% of the 43GW stranded & equipment is sold out — large gas frames thru 2031. "Power delivery is the binding constraint, and it sits upstream of everything a sponsor can pay to accelerate." — thanks to @FundaAI , Deep|AIDC (27 Aug 2026)