Ironisnya, ini adalah hal terbaik yang bisa terjadi pada gerakan dekarbonisasi dan energi terbarukan. Kita akan melihat tingkat investasi yang belum pernah terjadi sebelumnya ke dalam nuklir, panas bumi canggih, baterai gravitasi, dan banyak lagi.
Rihard Jarc
Rihard Jarc29 Jul 2025
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA. Transformers, power equipment, cooling equipment, and the availability of power it is all limited right now. Schneider Electric is completely booked until 2030. Even if you have the money, you can't spend it.
H / T @Melt_Dem
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