The Low-Tech Bottleneck that's Killing America's Al скачать в хорошем качестве

The Low-Tech Bottleneck that's Killing America's Al

⚡ Upgrade your brain with The Hustle newsletter: https://clickhubspot.com/b5209f In this episode, we break down the quiet crisis inside America’s power grid: transformer shortages, 7-year interconnection waits, exploding component prices, and a supply chain the country outsourced decades ago. We explain how substations actually work (yes, with a hose), why voltage matters more than current, and how a seemingly boring piece of infrastructure is driving up your electricity bill. This isn’t just about AI. It’s about how the U.S. treated grid hardware like a commodity instead of a strategic asset — and why that decision could cost the country the AI arms race. -- Recommended video:    • Investigating OpenAI's $25B (fake?) Data C...   -- Follow us LinkedIn:   / slidebean   Instagram:   / slidebean   Caya X (Twitter):   / cayahere   LinkedIn:   / caya   -- 📚 Sources & References U.S. Energy Information Administration — Electricity Exports https://www.eia.gov/todayinenergy/det... Los Angeles Times — Data Centers Awaiting Power https://www.latimes.com/business/stor... New York Times — Rising Electricity Prices https://www.nytimes.com/2025/10/30/cl... Bloomberg — 7-Year Data Center Interconnection Wait https://www.bloomberg.com/news/articl... Federal Reserve (FRED) — Transformer Price Index https://fred.stlouisfed.org/series/WP... NREL — Distribution Transformer Supply Constraints https://docs.nrel.gov/docs/fy24osti/8... CISA / NIAC — Transformer Shortage Report https://www.cisa.gov/sites/default/fi... U.S. Department of Energy — Distribution Transformer Shortage Mitigation https://www.energy.gov/sites/default/... GAO — Electricity Grid & Transformer Supply Chain https://www.gao.gov/assets/gao-23-106... President Biden — Defense Production Act (Energy Manufacturing) https://www.energy.gov/articles/presi... Fact.MR — U.S. Grain-Oriented Electrical Steel Market https://www.factmr.com/report/united-... Western Area Power Administration — Supply Chain Constraints https://www.wapa.gov/supply-chains/ Data Center Dynamics — $1T Data Center Investment Projection https://www.datacenterdynamics.com/en... Financial Times — Stargate & Onsite Turbines https://www.ft.com/content/8deb1518-b... -- #AIInfrastructure #PowerGrid #Transformers #DataCenters #AIEnergy #ElectricityPrices #SupplyChainCrisis #AIArmsRace #ThreeMileIsland #EnergyPolicy #Slidebean #TechExplained #Infrastructure