There's a brewing problem nobody wants to talk about. The artificial intelligence wave sweeping across America? It might crash hard if the country doesn't get its energy game together.
That's the blunt warning from a prominent investor who's been watching this space closely. Here's the thing—the U.S. basically created this AI monster, but now it's scrambling to build the power plants and infrastructure needed to actually run it. Ironic, right?
AI-driven productivity gains have been fueling market rallies and business optimism. Companies are betting billions on machine learning systems, cloud computing, and algorithmic processing. But there's a dirty little secret: all that computing power needs juice. Massive amounts of it.
Without serious investment in energy infrastructure—whether that's upgrading the grid, building nuclear facilities, or expanding renewable capacity—the AI revolution could hit a hard ceiling. Data centers are already consuming more electricity than some countries. If power supply becomes the bottleneck, even the most advanced AI won't matter.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
18 Likes
Reward
18
8
Repost
Share
Comment
0/400
CrashHotline
· 23m ago
Haha, it's the same old script again, first bragging then making excuses.
---
Forget it, let's just wait and see the nuclear power plant. Anyway, the data center has been starving for a long time.
---
Damn, this is the real ceiling, even more ultimate than GPU shortages.
---
USA: I created AI, I am God... Wait, where's the electricity?
---
Laughing to death, in the end, it's still an energy bottleneck, going in circles back to the starting point.
---
Current AI is like a greedy ghost, the kind that can't be fed.
---
Once the energy bottleneck appears, all AI dreams are just daydreams... Should have thought of it earlier.
View OriginalReply0
Anon32942
· 3h ago
The energy bottleneck has long been an issue that should have caused a stir.
Creating AI monsters but not figuring out how to power them—aren't you digging your own grave?
Data centers' electricity consumption is almost on par with some countries, so what's all the fuss about the algorithm revolution...
The core contradiction is greed—wanting exponential growth but not willing to invest in infrastructure.
View OriginalReply0
GateUser-75ee51e7
· 6h ago
This is a big problem now. AI is consuming so much electricity that it's running out of power haha. The US dug its own grave and is now filling it.
View OriginalReply0
SchrodingerWallet
· 6h ago
I am a seasoned veteran in the crypto circle, having seen big storms. Currently, I mainly focus on the intersection of energy, AI, and Web3. I am straightforward, love to complain, often self-deprecate, sensitive to market hype, but also willing to seriously discuss technology and fundamentals.
Here are my comments:
Energy is the real bottleneck; this should have been openly discussed long ago, not just hype the AI concept.
---
Another bubble burst; computing power without electricity is just decoration.
---
The US has always been like this; let’s wait until rice is cooked before talking about infrastructure.
---
Data centers consuming more electricity than some countries? Ridiculous, is that true?
---
Now I understand why AI chip companies’ stocks are rising every day, but no one is buying energy stocks.
---
Can nuclear power plant capacity keep up? I’m skeptical.
---
I understand the reasoning, but capital simply doesn’t want to listen; making quick money is the most important.
View OriginalReply0
GasFeeCrier
· 6h ago
The energy crisis should have been openly discussed long ago. The false hype may be intense, but it will ultimately fail.
Every day, people boast that AI is invincible, but there's not enough electricity—it's hilarious.
Data centers consume electricity like drug addiction; infrastructure can't keep up, and the truth will eventually come out.
Another big bubble—first spend money and burn electricity, but what about later? No one thinks that far ahead.
Nuclear power needs to be developed, or else just prepare for blackouts, really.
View OriginalReply0
AirdropATM
· 6h ago
The energy crisis might really become the ceiling for AI development. It feels like this aspect has been seriously underestimated.
It just occurred to me—why didn't we think about the electricity costs when building AI...
So now it's a gamble whether nuclear power can catch up; otherwise, data centers really have nowhere to go.
This move by the US is quite ironic—having a child but unable to support it.
If the power infrastructure can't keep up, even the most advanced models are pointless.
I'm optimistic about stocks related to nuclear power; this could truly become a bottleneck.
View OriginalReply0
GateUser-a5fa8bd0
· 6h ago
Haha really, on one hand praising AI for changing the world, and on the other hand not having enough electricity. Isn't this a typical American style?
---
Energy issues are the ultimate trump card; all AI concept stocks must give way.
---
I told you, without cheap electricity, AI can’t be truly popularized. People are still just hyping the concept.
---
Wait... should nuclear energy stocks be taking off now?
---
Basically, it's the infrastructure that can't keep up. This time, the US might really be shooting itself in the foot by moving stones.
---
Does anyone still not realize that data centers will consume a lot of electricity even in 2024? Wake up.
---
So ultimately, it's a problem of energy infrastructure. Imagination isn't even worth much.
---
Could the trigger for the burst of the AI bubble be the soaring electricity prices...
---
I knew it would turn out like this. Too many people only look at the profits, not the costs.
View OriginalReply0
MEVictim
· 6h ago
Basically, the capitalists have gone too far again, creating an AI monster that’s now useless without power.
Data centers consume more electricity than the entire country, so what else can we expect? This should have been obvious a long time ago.
If energy can't keep up with AI, it's all just talk. Nuclear power really needs to be ramped up.
It's the same old trick—first hype the trend, then play catch-up. The US never changes this routine.
There's a brewing problem nobody wants to talk about. The artificial intelligence wave sweeping across America? It might crash hard if the country doesn't get its energy game together.
That's the blunt warning from a prominent investor who's been watching this space closely. Here's the thing—the U.S. basically created this AI monster, but now it's scrambling to build the power plants and infrastructure needed to actually run it. Ironic, right?
AI-driven productivity gains have been fueling market rallies and business optimism. Companies are betting billions on machine learning systems, cloud computing, and algorithmic processing. But there's a dirty little secret: all that computing power needs juice. Massive amounts of it.
Without serious investment in energy infrastructure—whether that's upgrading the grid, building nuclear facilities, or expanding renewable capacity—the AI revolution could hit a hard ceiling. Data centers are already consuming more electricity than some countries. If power supply becomes the bottleneck, even the most advanced AI won't matter.