>The Schneider Electric report estimates that all generative AI queries consume 15 TWh in 2025 and will use 347 TWh by 2030; that leaves 332 TWh of energy—and compute power—that will need to come online to support AI growth. T +332TW is like... +1% of US power consumption, or +8% of US electricity. If AI bubble burst ~2030... that's functionally what US will be left with (assuming new power infra actually built) mid/…
Honestly the excess fiber put in the ground back then has nothing to do with fiber capacity now. The same fiber back then that could carry 100mbs can use new transceivers that push a terabit
Bulk of AI capex build out is going to be in specialized hardware and data centers with bespoke power / cooling / networking profile. If current LLM approaches turn out to be deadend the entire data centre is potentially stranded asset unless future applications can specifically take advantage. But there's a good chance _if_ LLM crashes, then it might be due to something inherently wrong with current approach, i.e. compute/cost doesn't make commercial sense, and resuing stranded data centers might not make economic sense.