Chris Bradley
speaker
314 appearances
1 recordings
1 series
first heard Mar 2026
last heard 29 Mar
Chris Bradley’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
The arm one is algorithms.
China and the US are pretty even Stevens.
Two is chips.
I'd say the US has a definite advantage.
China data center is about one quarter as productive because they just don't have as good chips.
But on energy, you got to say China's got it because they build 10x more electricity every year than the US does, 10 times more new electricity every year than the US does.
And so suddenly electrification has gone from this kind of maybe something people talked about in climate change circles or in the energy industry to something that is a common mainstream issue for all of us is this race to electrify our economy.
And it's pretty easy to imagine why that's important once you understand that one of the Nvidia chips, a Blackwell, is the same as a house of energy.
So when people say, oh, I'm building 100,000 data center,
That means they're suddenly spinning up a town, a large town.
But in the US, there's 16 gigawatt scale data centers being built in the next two years.
So that's the same as spinning up 16 big cities all of a sudden.
Because a gigawatt is a million.
So suddenly a million houses popping out of nowhere in electricity.
Now, the US has managed to do it so far because you're really good with gas and you've been able to kind of locate gas pipelines.
Increasingly, it will be boosted with solar.
But there's a real reason why all these players are looking towards integrating with nuclear power, because guess what?
The output of a nuclear plant
is a bit over a gigawatt, kind of matches a large modern data center.
So we're gonna see an amazing revolution in energy.
Showing 281–300 of 314 · page 15 of 16
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