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Nuclear fusion: Inflection point or a power related hype? #UBS #Report
"We need to electrify and in fact power demand has to accelerate for us to be energy self-sufficient we don't have oil we don't have gas what we have is coal right and lots of sunshine right" - Nikhil Nigania [00:03:57]
"Our transmission network is better than US which many people find surprising but it is still lagging renewable capacity…
Big tech and AI labs build on-site power generation amid grid constraints #cbinsights
China added more power capacity in 4 years than the US has in total. - Arnaud Bertrand