I believe the consensus estimate among

analysts that follows the AI space very

closely is that there will be at least a

a 15 gawatt shortfall of power in 2027

for AI chips. In fact, even I'd say at

this point there are challenges with

power even before next year which is why

Google and Anthropic and many other

companies are actually leasing compute

from SpaceX. The rate at which AI chips

has been rising incredibly rapidly.

They're sort of rising on the order of

40 40 to 50% a year. But the power

available outside of China has been

rising at like 10 to 20% a year. Now

China does have a tremendous amount of

electricity but due to GPU export bans

one cannot you know establish data

centers with the latest chips in China.

So consideration is what sort of

electricity growth is there outside of

China and that is a currently a

significant shortfall relative to AI

chip production.