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The Thermostat Will Eat the Grid Before the GPU Does

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  Copyright: Sanjay Basu Everyone in tech is worried about the wrong electricity crisis. Open any industry publication today and you will find breathless coverage of AI’s energy appetite. Data centers consuming the equivalent of Japan’s electricity by 2030. GPU clusters guzzling megawatts. The grid buckling under the weight of large language models. It makes for compelling reading, and it is not entirely wrong. But it is misleading in a way that borders on dangerous. The biggest emerging source of electricity demand on Earth is not artificial intelligence. It is not cryptocurrency mining. It is not electric vehicles. It is air conditioning. That sentence should stop you cold. Or rather, it should stop you warm, because warmth is the whole point. The Numbers No One Wants to Talk About Press enter or click to view image in full size Copyright: Sanjay Basu The International Energy Agency’s World Energy Outlook 2025 lays this out with painful clarity. Global electricity demand is proje...
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The Math Says Jack Clark Might Be Right

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  Copyright: Sanjay Basu A Technocrat’s Discernment Jack Clark  said something in September 2025 that most people either celebrated or dismissed, but very few actually sat down and did the math on. He said he continues to believe that the sort of powerful AI system described in  Dario Amodei’s  “Machines of Loving Grace” essay will be buildable by the end of 2026, with many copies running in 2027. He doubled down on this at a Congressional hearing, too. End of 2026. Truly transformative technology. I have spent years building GPU and generative AI infrastructure at Oracle Cloud Infrastructure. I have watched training clusters scale from curiosity projects to multi-billion dollar deployments. I have seen what happens when you give smart people enough FLOPS and enough will. And honestly, when I first read Clark’s prediction, my instinct was skepticism. Not because the goal seemed impossible in some abstract sense, but because the gap between “buildable” and “deployed a...
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