Irónicamente, esto es lo mejor que podría haberle sucedido al movimiento de descarbonización y energía renovable. Estamos a punto de ver niveles de inversión sin precedentes en energía nuclear, geotermia avanzada, baterías de gravedad y más.
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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