AI DATA CENTERS WILL USE 12% OF ALL U.S. POWER BY 2030 Every new AI data center is a power plant disguised as compute & the grid is quietly becoming the new bottleneck in AI scale. The next trillion in market cap belongs to whoever controls the power that feeds the chips.

The big bottleneck in AI is not hardware, it’s energy.

Power will define the next era of economic growth. Data centers don’t run on vision statements. AI doesn’t run on good intentions. open.substack.com/pub/alphacurre…

This is Amazon’s new $11 billion dollar massive Data Center Campus in St. Joseph County, Indiana It will be primarily dedicated to training and running AI models It will use 2.2 gigawatts of power, equivalent to the electricity needed to power roughly 1 million homes and

Chamath: We have a huge perception issue in AI… here’s how to fix it. “We have a huge perception issue in AI.” “We have a handful of companies, all the PR that you see from those handful of companies is a bunch of circular dealmaking, a bunch of capital that flows from one to

The Quiet Advantage: Why Understanding Beats Processing Power Artificial intelligence has become obsessed with scale. Prediction, it turns out, rewards insight. alphacurrent.substack.com/p/the-quiet-ad…

Global BESS installations hit 315 GWh in 2025 — up 50% YoY. The 2026 pipeline: 450+ GWh. At this rate, battery storage overtakes pumped hydro as the world's largest storage fleet by mid-decade. A technology that barely existed at grid scale in 2018 is now the default.

US electricity demand was flat for nearly 20 years. Now it's setting records from AI, EVs and heat pumps What's meeting the new demand? Solar and storage — 85% of all new capacity added in 2025. The grid is being rebuilt in real time.