Three companies are deciding where Australia builds its computational future.
1 is owned by a NZ fund. 1 by New York and 1 is ASX-listed but serving Seattle and Mountain View.
A$6 billion arrived in a single week. Nobody asked where the power comes from. https://t.co/E9UEE0vmc7
I wrote a thriller about decommissioned coal plants secretly converted to AI data centres — infrastructure positioned years before anyone knew it. Then Homer City announced a $10B conversion. Then Three Mile Island restarted & alf US data centre builds stalled as grid can't cope.
xAI just received permits for 41 gas turbines in Mississippi — 1.2GW of dedicated power for its Colossus datacenters.
That's a private power station built for one purpose: feeding AI.
The infrastructure revolution in #Baseload is no longer fiction.
#AI#Energy#xAI
By 2026, AI datacenters will consume as much electricity as Japan.
xAI is already building dedicated power plants just to keep up.
The infrastructure revolution I wrote about in #Baseload isn't science fiction anymore. It's Thursday.
#AI#Energy#DataCenters
AirTrunk's massive data centers will pull gigawatts from Australia's grid.
While everyone celebrates the AI boom, who's asking where the power comes from?
This is the crisis I wrote about in #Baseload 🧵