Pat Gelsinger: US Energy Capacity Flat for 15 Years, Nuclear Is the Answer for AI Growth
appenz · x · 2026-10-10
Former Intel CEO Pat Gelsinger joins a16z to discuss silicon, data centers, and AI's energy bottleneck. His core thesis: "energy capacity = economic capacity." Over 10-15 years, coal retirements offset renewables additions, leaving US national energy capacity flat and capping economic growth; capacity now grows only 4% per year. He champions nuclear as baseload and warns renewables carry deep dependencies on China.
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