China has a rapid increase in electrical output. But if you're putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale, The output of chips is growing pretty much exponentially, but the output of electricity is flat. So how are you going to turn them with chips on? Magical power sources. Magical electricity fairies. You're famously a big fan of solar. 1 terawatt of solar power. (01:11–01:17)
CLAIM
Asserts that chip output is growing exponentially while electricity output remains flat.
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