Dylan Patel

It's a supply chain thing.

It's a like lack of labor thing.

It's not that it's actually that much yet.

At the end of the day, it's like, okay, wait, wait, you're telling me OpenAI is making a data center with two gigawatts and that's like the entirety of the power consumption of like Philadelphia?

That's insane, right?

But like in our Slack, we used to get like excited about finding like a couple hundred megawatts new data center.

Now it's like, if it's not a gigawatt, the guy who leads that team, he was like, oh, it's just 500 megawatts.

I also agreed immediately.

Then afterwards, I was like, wait a second, dude, that's like a lot of power.

That's like how much, wait, 500 megawatts is $25 billion of CapEx.

Like, come on, like once you put in the GPUs and everything, right?

It's like, that's a ton of money, but like snore because there's so many of it happening.

And so when you think about what happens to the country, what's happening here is like,

We're learning how to build power again.

We're getting the supply chains to do it again.

We're reshaping the grid.

There's all these challenges with these AI data centers with regards to demand response and making grids unstable.

AI workloads, because they change so much so fast, especially training, you can just cause like brownouts or blackouts.

especially if the grid doesn't have enough inertia or if you're not putting enough things to dampen it in between the workload and the grid.

And even if it's not destroying it, the grid runs at like 59 Hertz or whatever, right?