AI and compute infrastructure have the potential to absorb arbitrary amounts of energy as they improve; there is no existing sector where dumping more energy into it creates such elastic demand, making AI/compute potentially unique in its energy elasticity.
factualpending
Speaker
Unidentified Speaker — Daniel Yergin — Oil destroyed Hitler, fracking destroyed Pu… [sveBcfz0fHk]Evidence Quote
“you can just dump arbitrary amounts of energy into this and it gets better. Currently there's nothing where if you just keep dumping more energy into it, there's a huge elasticity of demand. [1:20:15]”
Created: 8/11/2026, 1:35:58 AM
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