2026-01-17
22 分钟Bloomberg Audio Studios.
Podcasts, radio, news.
Mandip Singh is here with us.
He's the global tech research head.
And Mandip, this idea of Big Tech being called upon to pay for their own rising energy costs.
As Bailey pointed out, this is author and non-binding statement of principles.
He pointed out the winners and losers on the utility side.
What does this mean for Big Tech?
I mean, can any of them come out of this ahead with something like this kind of pressure?
But right now, I think everyone is looking at gigawatt data centers, right?
And when you think about what is existing in terms of AI data centers,
these are 50 to 100 megawatt data centers.
We are already talking about power requirements going 10x to 1 gigawatt.
And so how will a 70 to 80 year old grid supply electricity,
which is 10 times more, than what these data centers already consume.
And so from that perspective, it is a very topical question that needs to be asked.
Where are you getting the 10 times power that you need to run your one gigawatt data center?
And I think that's the realization that's coming in now.
It's being reflected in the prices that consumers have to pay
because prices have gone up for electricity.