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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: Broken_Clock who wrote (13745)9/23/2025 4:09:01 AM
From: elmatador   of 13769
 
This is a great essay. It confirmed factors I already had in mind:

1) We cannot kill distance.

2) The generation potential is diminished by distance, and its resulting losses and the new factor congestion that I never thought about before.

3) The variation seasonal and daily force utilities to build bigger to cater for the upper peaks, but if the peaks keep getting higher, a utility has to upgrade.

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems
nvidianews.nvidia.com

  • Float a power requirement as in 10GW.
  • Focus on the hardware and avoid the glaring factor:
  • Where the electricity will come from?
  • And people buy into these narratives.
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