Why AI’s power bottleneck is the grid, not electricity cost

Moonshots hosts and energy investor Ramez Naam examine why AI’s immediate power problem is getting electricity to data centers, not simply generating it. Their discussion moves from interconnection queues and behind-the-meter generation to flexible loads, solar and storage, fission, fusion, and more speculative space and ocean infrastructure. The central claim is that energy availability and grid access will shape how quickly AI compute can scale.