AMERICA'S ELECTRICITY GAP

Summary from the TLDR newsletter

Power access is incredibly important to tech companies' gamble on AI development. The US was always going to need more power investment to meet its next phase of economic growth and was already struggling to meet rising electricity demand well before the AI boom. The costs of the electricity gap are mounting as power becomes more important to the national economy. More of the US will have to permit the fast deployment of solar and batteries if they want to meet their own increasing electricity needs.