AI Wants 1 Gigawatt Per Building. The Grid Can't Deliver | Stock Market
Deep Values: Value Investing Deep Dives · Nov 5, 2026 · 25:09
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 5, 2026 · 25:09
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A single AI data center can draw as much power as San Francisco, and the grid can't carry it, so builders are putting power plants on site. We unpack the physics and the trillion-dollar debt cycle behind it, because that is where the hidden risk sits now.
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Chapters
(0:00) The AI Boom Mechanics
(4:35) Physical World Friction
(5:35) Behind-The-Meter Generation
(6:35) Physical World Friction
(7:46) AI Race Enters Physical World
(8:25) Physical World Friction
(9:46) Permanent Compute Shortage
(11:05) Solving Contract Mismatch
(12:42) Private-Sector Leverage Cycle
(14:58) Tokenization Economics
(19:18) Permanent Compute Shortage
(20:16) AI Race Enters Physical World
(22:39) Permanent Compute Shortage
(24:22) DeepValues App
(24:44) Get the apps
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Episodes: Deep Values: Value Investing Deep Dives
