The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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• A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. AVAustin Vernon18 Apr 2024solar
• A future of constrained energy will need more people working the land, and that is not the same as going back to the past. CSChris Smaje30 Jun 2026solar
• A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. CHCasey Handmer9 Nov 2024solar
• A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. JBJeff Bezos14 Dec 2023solar
• A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. CHCasey Handmer15 Aug 2025solar

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