Why do power grids decide the future of technology?
Power grids decide the future of technology because the grid is the hidden bottleneck behind the entire digital future. AI, electric vehicles, robotics, and data centers all demand enormous, reliable electricity at the same time, and without massive investment demand outruns supply. How much electricity does AI really need? More than almost anyone plans for. I predict AI becomes one of the largest drivers of electricity demand in modern history: hyperscalers plan $700 billion of AI spending in 2026 alone, every dollar of it needs power, and I size the grid fix at $8 to 16 trillion. Everyone obsesses over the chip. I watch the wire. Whoever controls abundant, reliable power controls the ceiling on how much AI a nation or company can deploy. The energy story is the AI story.