Interesting teaser by CNA to pick some brains:
https://youtu.be/jxGslNcHvRA?si=0PH2q1HNizA3wwlB
Personally, having worked in an adjacent industry to the power sector, it's not just the scale needed. It's really the knock-on effects that one sector (AI and data centers) will have on the general population in the consumption of electricity.
The 2 key determining factors to a sustainable outcome in my opinion are
- the ability to cost effectively build generation capacity away from highly dense population centres, and then transmit through high voltage networks into the demand and distribution centres for consumption.
- the ability to localise generation capacity at the facility level for demand above 300MW to be independent from the main grid.
Curious to hear other thoughts
Source: Deep_Independence_35