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<v Cassidy>Amazon hit the power wall.

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<v Cassidy>Now it's about what it’s willing to build—and burn through—to get around it.

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<v Bill>This is AI Daily Briefing.

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<v Bill>Amazon’s spending surge has a specific bottleneck, while a Texas project raises a much bigger question: who gets to approve the fix?

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<v Bill>If today's show was useful, follow us wherever you're listening — the next one will be waiting.

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<v Cassidy>South <00:00:27.956>China <00:00:28.263>Morning <00:00:28.607>Post <00:00:28.932>writes:

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<v Quote>Amazon <00:00:31.156>has <00:00:31.324>confirmed <00:00:31.783>it <00:00:31.889>is <00:00:32.044>financing <00:00:32.556>a <00:00:32.706>massive

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<v Quote>private <00:00:33.816>gas <00:00:34.049>power <00:00:34.356>plant <00:00:34.609>in <00:00:34.823>Texas <00:00:35.420>that <00:00:35.716>could <00:00:35.950>become <00:00:36.216>the <00:00:36.442>single <00:00:36.766>largest <00:00:37.162>source <00:00:37.463>of <00:00:37.560>greenhouse <00:00:38.056>gas <00:00:38.284>emissions <00:00:38.743>in <00:00:38.816>the <00:00:38.933>United <00:00:39.333>States.

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<v Quote>It <00:00:40.529>is <00:00:40.676>the <00:00:40.842>latest <00:00:41.166>example <00:00:41.569>of <00:00:41.724>tech <00:00:41.973>giants <00:00:42.356>going <00:00:42.616>off <00:00:42.816>the <00:00:42.940>grid <00:00:43.249>to <00:00:43.396>get <00:00:43.543>their <00:00:43.783>AI <00:00:44.054>operations <00:00:44.693>online <00:00:45.116>faster.

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<v Quote>The <00:00:46.524>news <00:00:46.756>was <00:00:46.916>first <00:00:47.178>reported <00:00:47.729>by <00:00:47.882>market <00:00:48.193>intelligence <00:00:48.686>company <00:00:49.103>Cleanview

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<v Quote>which <00:00:50.200>reviewed <00:00:50.604>satellite <00:00:51.096>imagery <00:00:51.569>to <00:00:51.726>connect <00:00:52.116>three <00:00:52.396>data <00:00:52.750>centre <00:00:52.999>construction <00:00:53.566>permits <00:00:53.983>filed <00:00:54.348>this <00:00:54.524>week <00:00:54.769>by <00:00:54.956>Amazon <00:00:55.543>to <00:00:55.776>the <00:00:55.896>gas <00:00:56.129>plant

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<v Quote>which <00:00:57.063>is <00:00:57.156>being <00:00:57.396>developed <00:00:57.809>by <00:00:57.986>Pacifico <00:00:58.625>Energy <00:00:59.116>and <00:00:59.409>is <00:00:59.556>known <00:00:59.783>as <00:01:00.023>GW <00:01:00.476>Ranch.

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<v Bill>Seven-point-six-five <00:01:02.829>gigawatts <00:01:03.722>at <00:01:03.949>one <00:01:04.429>Texas <00:01:05.157>site.

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<v Bill>Amazon <00:01:06.844>is <00:01:07.015>financing <00:01:07.649>generation <00:01:08.284>on <00:01:08.411>the <00:01:08.538>scale <00:01:08.898>of <00:01:08.991>a <00:01:09.101>utility <00:01:09.651>because <00:01:10.166>apparently <00:01:11.161>waiting <00:01:11.551>for <00:01:11.724>somebody <00:01:12.215>else's <00:01:12.684>power <00:01:13.047>plan <00:01:13.495>wasn't <00:01:13.884>an <00:01:14.060>option.

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<v Cassidy>And <00:01:15.404>Cleanview <00:01:15.951>pieced <00:01:16.178>it <00:01:16.275>together <00:01:16.671>through <00:01:17.007>satellite <00:01:17.571>imagery <00:01:18.031>and <00:01:18.208>permit <00:01:18.621>records—not <00:01:19.858>an <00:01:19.980>Amazon <00:01:20.440>announcement.

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<v Cassidy>It <00:01:21.945>linked <00:01:22.231>Amazon's <00:01:22.858>three <00:01:23.255>data-center <00:01:23.821>permits <00:01:24.391>to <00:01:24.611>Pacifico <00:01:25.180>Energy's <00:01:25.884>GW <00:01:26.404>Ranch.

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<v Cassidy>For <00:01:27.631>a <00:01:27.721>project <00:01:28.119>this <00:01:28.391>large, <00:01:29.143>that’s <00:01:29.391>a <00:01:29.465>pretty <00:01:29.724>bleak <00:01:30.040>transparency <00:01:30.693>standard.

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<v Bill>Thirty-five <00:01:32.560>turbines, <00:01:33.639>permitted <00:01:34.091>for <00:01:34.199>more <00:01:34.439>than <00:01:34.791>30 <00:01:35.161>million <00:01:35.568>metric <00:01:35.991>tonnes <00:01:36.551>of <00:01:36.767>emissions <00:01:37.351>a <00:01:37.511>year.

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<v Bill>Put <00:01:38.917>the <00:01:39.094>permit <00:01:39.490>approval <00:01:39.981>next <00:01:40.264>to <00:01:40.397>Amazon's <00:01:41.021>sustainability <00:01:41.961>accounting, <00:01:42.767>because <00:01:43.165>this <00:01:43.437>is <00:01:43.717>way <00:01:44.189>past <00:01:44.717>a <00:01:44.877>cute <00:01:45.304>cloud-computing <00:01:46.557>footnote.

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<v Cassidy>Exactly. <00:01:49.341>Even <00:01:49.784>as <00:01:49.917>a <00:01:50.047>private <00:01:50.467>project, <00:01:51.437>GW <00:01:51.810>Ranch’s <00:01:52.277>emissions <00:01:52.697>ceiling <00:01:53.144>would <00:01:53.357>top <00:01:53.664>every <00:01:54.050>other <00:01:54.374>source <00:01:54.744>in <00:01:54.817>the <00:01:54.937>country.

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<v Cassidy>Amazon <00:01:56.677>can <00:01:56.845>call <00:01:57.090>it <00:01:57.261>data-center <00:01:57.896>infrastructure; <00:01:59.408>regulators <00:01:59.951>should <00:02:00.173>give <00:02:00.264>it <00:02:00.357>the <00:02:00.539>scrutiny <00:02:01.117>a <00:02:01.264>power <00:02:01.647>project <00:02:02.045>that <00:02:02.317>size <00:02:02.707>demands.

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<v Cassidy>Here's <00:02:04.350>Merin <00:02:04.600>Rebecca <00:02:05.007>Thomas <00:02:05.377>at <00:02:05.563>IBTimes:

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<v Quote>Amazon <00:02:07.181>expects <00:02:07.628>to <00:02:07.734>spend <00:02:08.054>about <00:02:08.601>$220 <00:02:09.541>billion <00:02:10.268>in <00:02:10.371>capital <00:02:10.770>expenditures <00:02:11.414>in <00:02:11.601>2026

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<v Quote>up <00:02:13.153>from <00:02:13.321>its <00:02:13.494>previous <00:02:13.965>estimate <00:02:14.348>of <00:02:14.447>around <00:02:14.801>$200 <00:02:15.371>billion

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<v Quote>as <00:02:16.538>rising <00:02:16.948>costs <00:02:17.321>for <00:02:17.485>artificial <00:02:17.964>intelligence <00:02:18.538>memory <00:02:18.934>chips <00:02:19.254>drive <00:02:19.567>higher <00:02:19.884>infrastructure <00:02:20.534>spending.

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<v Quote>Speaking <00:02:22.115>during <00:02:22.341>the <00:02:22.451>company's <00:02:22.915>second-quarter <00:02:23.485>earnings <00:02:23.905>call

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<v Quote>CEO <00:02:24.961>Andy <00:02:25.361>Jassy <00:02:25.793>said <00:02:25.941>the <00:02:26.070>rising <00:02:26.545>cost <00:02:26.828>of <00:02:26.938>memory <00:02:27.341>has <00:02:27.555>become <00:02:27.841>a <00:02:27.974>major <00:02:28.298>factor <00:02:28.694>in <00:02:28.858>Amazon's <00:02:29.398>infrastructure <00:02:29.992>spending <00:02:30.668>as <00:02:30.921>the <00:02:31.081>company <00:02:31.441>races <00:02:31.894>to <00:02:32.058>expand

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<v Quote>capacity <00:02:33.081>for <00:02:33.245>artificial <00:02:33.724>intelligence <00:02:34.305>workloads

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<v Quote>Yahoo <00:02:35.571>Finance <00:02:35.974>reported.

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<v Cassidy>We <00:02:37.037>just <00:02:37.215>covered <00:02:37.658>Texas.

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<v Cassidy>Now <00:02:38.973>Andy <00:02:39.245>Jassy <00:02:39.789>says <00:02:40.085>the <00:02:40.258>extra <00:02:40.605>$20 <00:02:41.025>billion <00:02:41.778>in <00:02:41.965>2026 <00:02:42.845>capex <00:02:43.832>is <00:02:44.239>coming <00:02:44.493>from <00:02:44.742>memory <00:02:45.192>costs.

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<v Cassidy>Amazon <00:02:47.085>has <00:02:47.365>two <00:02:47.529>ceilings <00:02:47.912>at <00:02:48.061>once: <00:02:48.785>getting <00:02:48.997>electrons, <00:02:49.885>and <00:02:50.145>getting <00:02:50.319>enough <00:02:50.573>high-bandwidth <00:02:51.302>memory <00:02:51.698>to <00:02:51.853>turn <00:02:52.061>them <00:02:52.173>into <00:02:52.422>useful <00:02:52.835>compute.

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<v Bill>Memory <00:02:53.853>just <00:02:54.098>moved <00:02:54.405>the <00:02:54.585>biggest <00:02:55.058>infrastructure <00:02:55.862>budget <00:02:56.285>on <00:02:56.498>Earth <00:02:56.845>by <00:02:57.085>ten <00:02:57.425>percent.

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<v Bill>People <00:02:59.176>obsess <00:02:59.805>over <00:03:00.305>GPU <00:03:00.925>allocations

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<v Bill>but <00:03:02.565>a <00:03:02.685>rack <00:03:03.053>full <00:03:03.272>of <00:03:03.385>accelerators <00:03:04.165>without <00:03:04.485>the <00:03:04.662>memory <00:03:05.068>configuration <00:03:05.917>your <00:03:06.107>workload <00:03:06.725>needs <00:03:07.458>is <00:03:07.765>a <00:03:07.917>very <00:03:08.461>expensive <00:03:09.432>space <00:03:10.022>heater.

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<v Cassidy>Jassy <00:03:10.813>says <00:03:11.045>$220 <00:03:11.835>billion <00:03:12.698>still <00:03:13.205>won’t <00:03:13.445>cover <00:03:13.725>2026 <00:03:14.525>demand.

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<v Cassidy>He <00:03:15.773>says <00:03:16.045>2027 <00:03:16.861>will <00:03:16.978>be <00:03:17.152>tight

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<v Cassidy>and <00:03:18.125>2028 <00:03:18.822>demand <00:03:19.192>is <00:03:19.305>already <00:03:19.805>“striking.” <00:03:20.685>That’s <00:03:21.385>a <00:03:21.455>serious <00:03:21.851>demand <00:03:22.182>signal

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<v Cassidy>but <00:03:23.234>Amazon <00:03:23.709>also <00:03:24.018>needs <00:03:24.312>to <00:03:24.427>separate <00:03:24.957>what <00:03:25.141>customers <00:03:25.685>are <00:03:25.898>truly <00:03:26.445>consuming <00:03:27.277>from <00:03:27.741>what <00:03:27.858>it’s <00:03:28.115>reserving <00:03:28.545>for <00:03:28.665>its <00:03:28.925>own <00:03:29.298>AI <00:03:29.653>operation.

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<v Bill>The <00:03:31.538>cloud <00:03:31.869>bill <00:03:32.178>is <00:03:32.338>about <00:03:32.632>to <00:03:32.735>include <00:03:33.165>a <00:03:33.296>bottleneck <00:03:33.945>tax <00:03:34.425>for <00:03:34.663>everything <00:03:35.298>at <00:03:35.485>once: <00:03:36.058>power, <00:03:37.418>chips, <00:03:38.365>memory, <00:03:39.310>networking.

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<v Bill>A <00:03:40.752>model <00:03:41.145>can <00:03:41.365>get <00:03:41.554>marginally <00:03:42.274>better <00:03:42.805>and <00:03:43.218>still <00:03:43.565>lose <00:03:43.905>the <00:03:44.030>deployment <00:03:44.792>if <00:03:45.045>its <00:03:45.234>memory <00:03:45.701>footprint <00:03:46.285>blows <00:03:46.765>up <00:03:47.035>latency <00:03:47.865>and <00:03:48.173>cost.

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<v Cassidy>Kim <00:03:51.507>Ji-young, <00:03:52.284>writing <00:03:52.547>in <00:03:52.721>Seoul <00:03:53.107>Economic <00:03:53.614>Daily:

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<v Quote>VESSL <00:03:55.283>AI <00:03:55.923>a <00:03:56.043>company <00:03:56.378>specializing <00:03:57.096>in <00:03:57.261>artificial <00:03:57.892>intelligence <00:03:58.603>(AI) <00:03:59.171>infrastructure

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<v Quote>said <00:04:00.510>on <00:04:00.583>the <00:04:00.723>7th <00:04:01.075>that <00:04:01.230>it <00:04:01.323>has <00:04:01.503>secured <00:04:01.955>more <00:04:02.115>than <00:04:02.403>1,000 <00:04:03.112>Nvidia <00:04:03.590>Blackwell <00:04:04.323>(B200) <00:04:05.719>graphics <00:04:06.061>processing <00:04:06.710>units <00:04:07.203>(GPUs).

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<v Quote>The <00:04:09.163>company <00:04:09.496>plans <00:04:09.816>to <00:04:09.980>supply <00:04:10.343>the <00:04:10.451>high-performance <00:04:11.423>GPU <00:04:11.896>infrastructure

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<v Quote>obtained <00:04:13.383>through <00:04:13.583>cooperation <00:04:14.275>with <00:04:14.563>SK <00:04:14.963>Telecom

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<v Quote>to <00:04:15.979>customers <00:04:16.543>via <00:04:16.763>its <00:04:16.945>flagship <00:04:17.513>service <00:04:18.283>"VESSL <00:04:18.723>Cloud."

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<v Bill>A <00:04:19.763>thousand <00:04:20.541>B200s <00:04:21.741>through <00:04:22.181>SK <00:04:22.621>Telecom <00:04:23.594>is <00:04:23.901>a <00:04:23.999>meaningful <00:04:24.661>new <00:04:24.981>supply <00:04:25.528>route.

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<v Bill>Telcos <00:04:27.041>are <00:04:27.265>becoming <00:04:27.821>GPU <00:04:28.511>brokers, <00:04:29.655>giving <00:04:29.901>a <00:04:30.001>company <00:04:30.453>like <00:04:30.701>VESSL <00:04:31.301>a <00:04:31.541>way <00:04:31.861>into <00:04:32.248>Blackwell <00:04:32.911>without <00:04:33.591>waiting <00:04:33.981>for <00:04:34.181>a <00:04:34.330>hyperscaler <00:04:35.114>to <00:04:35.274>leave <00:04:35.644>crumbs.

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<v Cassidy>And <00:04:37.022>VESSL <00:04:37.512>already <00:04:37.922>has <00:04:38.209>Upstage <00:04:38.862>and <00:04:39.042>Motif <00:04:39.444>Technologies <00:04:40.209>on <00:04:40.302>its <00:04:40.466>customer <00:04:40.902>list, <00:04:41.678>alongside <00:04:42.302>U.S.

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<v Cassidy>startups. <00:04:43.462>The <00:04:43.995>fleet <00:04:44.315>is <00:04:44.462>going <00:04:44.710>into <00:04:44.942>VESSL <00:04:45.302>Cloud <00:04:45.809>as <00:04:46.102>on-demand, <00:04:47.174>spot, <00:04:47.902>and <00:04:48.066>reserved <00:04:48.502>capacity.

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<v Bill>“AI <00:04:50.272>factory” <00:04:51.009>is <00:04:51.102>still <00:04:51.342>one <00:04:51.489>of <00:04:51.595>those <00:04:51.922>phrases <00:04:52.390>that <00:04:52.635>makes <00:04:52.955>my <00:04:53.162>eye <00:04:53.553>twitch.

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<v Bill>But <00:04:55.035>if <00:04:55.222>VESSL <00:04:55.682>can <00:04:55.926>keep <00:04:56.422>B200 <00:04:57.293>capacity <00:04:57.918>available <00:04:58.502>at <00:04:58.702>a <00:04:58.809>price <00:04:59.213>founders <00:04:59.822>can <00:05:00.012>stomach, <00:05:01.082>the <00:05:01.213>branding <00:05:01.882>won’t <00:05:02.319>matter <00:05:02.758>much.

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<v Bill>The <00:05:04.079>useful <00:05:04.491>signal <00:05:04.982>is <00:05:05.222>Blackwell <00:05:05.862>supply <00:05:06.386>reaching <00:05:06.822>Korean <00:05:07.361>infrastructure <00:05:08.252>players <00:05:08.902>in <00:05:09.302>four-digit <00:05:10.112>batches.

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<v Cassidy>That <00:05:11.687>sits <00:05:11.993>awkwardly <00:05:12.487>next <00:05:12.770>to <00:05:12.871>Andy <00:05:13.143>Jassy <00:05:13.680>saying <00:05:14.080>memory <00:05:14.503>costs <00:05:14.970>alone <00:05:15.370>added <00:05:15.743>$20 <00:05:16.193>billion <00:05:16.876>to <00:05:17.040>Amazon’s <00:05:17.543>capex.

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<v Cassidy>GPUs <00:05:19.723>are <00:05:19.813>getting <00:05:20.092>easier <00:05:20.530>to <00:05:20.663>route; <00:05:21.643>the <00:05:21.751>rest <00:05:21.970>of <00:05:22.043>the <00:05:22.170>stack <00:05:22.543>keeps <00:05:22.793>finding <00:05:23.196>fresh <00:05:23.527>ways <00:05:23.810>to <00:05:23.883>get <00:05:24.023>expensive.

57
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<v Bill>Why <00:05:25.943>are <00:05:26.316>AI <00:05:26.647>companies <00:05:27.303>suddenly <00:05:28.076>so <00:05:28.423>concerned <00:05:29.191>with <00:05:29.563>gas <00:05:30.183>plants, <00:05:31.111>grid <00:05:31.356>connections, <00:05:32.303>and <00:05:32.503>data-center <00:05:33.210>power?

58
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<v Bill>Aren’t <00:05:34.492>faster <00:05:35.010>chips <00:05:35.603>and <00:05:35.829>better <00:05:36.183>models <00:05:36.770>still <00:05:37.343>the <00:05:37.527>main <00:05:37.847>bottlenecks?

59
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<v Cassidy>They’re <00:05:39.503>still <00:05:39.751>bottlenecks, <00:05:41.103>but <00:05:41.255>none <00:05:41.436>of <00:05:41.570>it <00:05:41.683>matters <00:05:42.130>if <00:05:42.203>the <00:05:42.316>physical <00:05:42.791>infrastructure <00:05:43.507>underneath <00:05:44.003>can’t <00:05:44.283>get <00:05:44.396>electricity <00:05:45.015>when <00:05:45.170>it <00:05:45.276>needs <00:05:45.596>it.

60
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<v Cassidy>Reuters’ <00:05:46.973>Ron <00:05:47.103>Bousso <00:05:47.603>reports <00:05:48.055>that <00:05:48.263>Microsoft

61
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<v Cassidy>Amazon <00:05:50.005>Alphabet <00:05:50.623>and <00:05:50.855>Meta <00:05:51.367>have <00:05:51.663>announced <00:05:52.103>plans <00:05:52.530>to <00:05:52.636>spend <00:05:52.951>more <00:05:53.175>than <00:05:53.423>$600 <00:05:54.203>billion <00:05:54.956>on <00:05:55.223>AI <00:05:55.596>in <00:05:55.783>2026

62
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<v Cassidy>while <00:05:57.623>U.S. <00:05:58.096>grids <00:05:58.303>are <00:05:58.467>struggling <00:05:58.956>to <00:05:59.095>keep <00:05:59.303>pace <00:05:59.655>with <00:05:59.840>hyperscaler <00:06:00.503>demand.

63
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<v Cassidy>So <00:06:01.903>the <00:06:02.067>spending <00:06:02.463>now <00:06:02.643>reaches <00:06:03.132>beyond <00:06:03.623>servers.

64
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<v Cassidy>Companies <00:06:05.095>need <00:06:05.303>sites <00:06:05.723>and <00:06:05.831>grid <00:06:06.090>connections, <00:06:07.243>and <00:06:07.367>sometimes <00:06:07.987>dependable <00:06:08.474>generation <00:06:09.036>close <00:06:09.436>by.

65
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<v Cassidy>RMI <00:06:11.207>says <00:06:11.511>data <00:06:11.773>centers <00:06:12.303>and <00:06:12.463>other <00:06:12.743>large <00:06:13.183>new <00:06:13.396>users <00:06:13.903>can <00:06:14.076>struggle <00:06:14.530>to <00:06:14.640>secure <00:06:15.006>enough <00:06:15.196>power <00:06:15.523>quickly

66
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<v Cassidy>delaying <00:06:16.888>facilities <00:06:17.596>or <00:06:17.753>pushing <00:06:18.151>them <00:06:18.377>toward <00:06:18.655>expensive

67
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<v Cassidy>polluting <00:06:19.840>backup <00:06:20.253>systems.

68
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<v Cassidy>TechCrunch’s <00:06:22.323>Tim <00:06:22.530>De <00:06:22.636>Chant <00:06:23.127>also <00:06:23.433>reports <00:06:23.823>a <00:06:23.916>scramble <00:06:24.383>for <00:06:24.553>natural-gas <00:06:25.205>supplies <00:06:25.743>and <00:06:25.935>equipment <00:06:26.716>as <00:06:27.023>companies <00:06:27.447>race <00:06:27.730>to <00:06:27.847>lock <00:06:28.151>down <00:06:28.391>data-center <00:06:28.983>power.

69
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<v Cassidy>The <00:06:30.303>clearest <00:06:30.633>warning <00:06:31.047>sign <00:06:31.356>is <00:06:31.490>in <00:06:31.730>PJM: <00:06:32.610>Wharton’s <00:06:33.374>Santiago <00:06:33.991>Gallino <00:06:34.560>writes <00:06:34.919>that <00:06:35.023>the <00:06:35.191>grid <00:06:35.436>operator <00:06:35.927>fell <00:06:36.240>nearly <00:06:36.823>6,600 <00:06:38.543>megawatts <00:06:39.210>short <00:06:39.703>of <00:06:40.063>its

70
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<v Cassidy>reserve <00:06:40.560>target <00:06:40.943>for <00:06:41.109>summer <00:06:41.543>2027

71
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<v Cassidy>with <00:06:43.191>data <00:06:43.433>centers <00:06:43.819>accounting <00:06:44.223>for <00:06:44.503>94% <00:06:45.516>of <00:06:45.671>projected <00:06:46.167>load <00:06:46.480>growth.

72
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<v Bill>So <00:06:47.596>is <00:06:47.796>power <00:06:48.334>actually <00:06:48.956>becoming <00:06:49.403>the <00:06:49.516>limiting <00:06:50.012>factor <00:06:50.483>for <00:06:50.903>AI

73
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<v Bill>or <00:06:52.163>are <00:06:52.399>companies <00:06:52.951>just <00:06:53.200>buying <00:06:53.636>every <00:06:54.194>scarce <00:06:54.863>input <00:06:55.563>because <00:06:56.279>they’re <00:06:56.469>afraid <00:06:56.796>of <00:06:56.943>being <00:06:57.207>left <00:06:57.554>behind?

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<v Cassidy>Both <00:06:59.143>are <00:06:59.303>happening.

75
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<v Cassidy>Models, <00:07:01.236>chips, <00:07:01.943>land, <00:07:02.363>and <00:07:02.466>construction <00:07:03.063>capacity <00:07:03.730>still <00:07:03.932>matter, <00:07:05.003>but <00:07:05.103>a <00:07:05.183>completed <00:07:05.607>data <00:07:05.909>center <00:07:06.243>can <00:07:06.483>sit <00:07:06.743>idle <00:07:07.116>if <00:07:07.276>power <00:07:07.603>isn’t <00:07:07.911>available <00:07:08.396>on <00:07:08.565>schedule.

76
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<v Cassidy>Watch <00:07:10.213>whether <00:07:10.487>grid <00:07:10.796>interconnection <00:07:11.543>delays, <00:07:12.183>reserve <00:07:12.810>shortfalls, <00:07:13.563>and <00:07:13.683>new <00:07:13.916>power <00:07:14.236>deals <00:07:14.551>keep <00:07:14.790>determining <00:07:15.343>where <00:07:15.650>AI <00:07:15.925>capacity <00:07:16.471>gets <00:07:16.730>built.

77
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<v Cassidy>If <00:07:18.071>they <00:07:18.370>do, <00:07:19.116>electricity <00:07:19.756>is <00:07:19.903>a <00:07:19.999>practical <00:07:20.567>near-term <00:07:21.128>constraint <00:07:21.836>on <00:07:22.050>AI <00:07:22.343>expansion.

78
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<v Cassidy>Want <00:07:23.920>to <00:07:24.026>go <00:07:24.179>deeper <00:07:24.533>on <00:07:24.713>the <00:07:24.821>infrastructure <00:07:25.550>behind <00:07:26.026>AI?

79
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<v Cassidy>Check <00:07:27.273>out <00:07:27.373>The <00:07:27.557>Data <00:07:27.859>Center <00:07:28.200>Daily

80
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<v Cassidy>a <00:07:29.226>daily <00:07:29.546>briefing <00:07:30.053>on <00:07:30.346>AI <00:07:30.683>compute

81
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<v Cassidy>hyperscaler <00:07:32.433>capex <00:07:33.673>the <00:07:33.786>power <00:07:34.117>grid

82
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<v Cassidy>semiconductor <00:07:35.573>supply

83
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<v Cassidy>and <00:07:36.750>energy <00:07:37.153>markets <00:07:37.653>reshaped <00:07:38.240>by <00:07:38.342>intelligence <00:07:38.986>at <00:07:39.160>scale.

84
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<v Cassidy>Find <00:07:40.640>it <00:07:40.729>wherever <00:07:41.053>you <00:07:41.207>listen <00:07:41.466>to <00:07:41.653>podcasts.

85
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<v Cassidy>Every <00:07:43.305>story <00:07:43.691>is <00:07:43.832>linked <00:07:44.065>in <00:07:44.138>the <00:07:44.246>show <00:07:44.491>notes <00:07:44.811>if <00:07:44.938>you <00:07:45.030>want <00:07:45.185>to <00:07:45.278>dig <00:07:45.467>deeper.

86
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<v Cassidy>That’s <00:07:46.811>AI <00:07:47.131>Daily <00:07:47.438>Briefing <00:07:47.838>for <00:07:48.025>today.

87
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<v Cassidy>This <00:07:49.185>is <00:07:49.278>a <00:07:49.368>Lantern <00:07:49.828>Podcast.