I like the article so far just wanted to challenge the assumption of the growth in electricity demand due to computer chips. I’m not so sure I agree with the chart. Do you know his source for that demand? I think the efficiency gains could offset some or most of the demand.
Excellent framework.
Can also add historically how over optimistic smartest people always are on avg. during a build out.
I like the article so far just wanted to challenge the assumption of the growth in electricity demand due to computer chips. I’m not so sure I agree with the chart. Do you know his source for that demand? I think the efficiency gains could offset some or most of the demand.