Comment by hambes
demand for AI is not high, which is the current problem of the industry and the reason that AI companies are trying to shoehorn their technology into products everywhere.
these companies and the author of the article are trying to increase capacity for something that barely anyone wants in the software they use, which makes it all the more wasteful.
I agree, the author seems wildly optimistic that all that capacity will indeed be needed in the long run. But I personally hope that it will lead to a breakthrough of solar and battery storage even if demand for AI tanks. If that happens, one could still shunt all that solar energy to other places, either with alternators and overland lines, or by shipping charged grid scale batteries via train.