ARK Analyst: Inference Datacenter Math Points to a Clear Path for Rising GDP per kWh
skorusARK · x · 2026-10-09
ARK's skorusARK highlighted new work from colleague @DMaguireARK arguing there is a clear path toward rising GDP per kWh of primary energy. Using rough figures for an inference datacenter, he shows the numbers already get there, answering the question of how this exponential curve can continue. More research from Maguire is promised.
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