Dan Dreyfus
speaker
166 appearances
3 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Dan Dreyfus’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 — 3 in all, peaking in Jun 2026 with 3.
Appearances
So here's Jensen, and he was just recently quoted that we need a thousand times more power than we currently have.
Now, if that's remotely true,
We need every single source of power that you can imagine.
We need hundreds of gigawatts of nuclear.
We need solar.
We need orbital.
We need it all, if this is even remotely true.
But the challenge, as we spoke about before, is the supply chain.
All of these.
A data center competes for the same supply chain of the critical minerals that space launches and orbital data centers do.
Power plants need all the same nickel superalloys that it takes to launch rockets and the silver that goes into these photovoltaic cells.
And so there's going to be shortages of everything and delays everywhere.
And my point here is we are just going to need every solution that we can throw at this for the foreseeable future.
So here's a little region in the US called the PJM, Pennsylvania, Jersey, Maryland.
This is a forecast from the grid operator, where they say that over the next 10 years, we're going to need 106 gigawatts of new power in the PJM in just one little area of the US.
Now, in 10 years, in geological time, that's like tomorrow morning, right?
We're all so used to internet time.
You press a button and you get your food delivered to you or your car picks you up in two seconds.
Building infrastructure happens in geological time.
10 years to build out 106 gigawatts is literally a nanosecond from now.
Showing 61–80 of 166 · page 4 of 9
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