@simon #goldmansachs released a report late oct/nov that was cautionary about AI. Subsequently Ive seen their AI? analyst or energy/data center analyst interviewed - probably on Bloomberg but possibly elsewhere - telly - about the Yuge ramp up in electricity demand in the US due to 5x demand from AI servers. Also read Nextera energy CEO interview quoted that each AI datacenter would require 5x energy demand of current datacenters, equivalent of what would be supplied by small nuclear reactor
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