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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: Elroy Jetson who wrote (12697)5/16/2024 4:48:51 AM
From: elmatador1 Recommendation

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Brookfield Asset Management needs to come to Africa to help Microsoft. Brookfield Asset Management signed a deal with Microsoft to deliver 10.5 gigawatts of renewable energy for Microsoft between 2026 and 2030 in the U.S. and Europe under the agreement.
https://www.cnbc.com/2024/05/01/microsoft-brookfield-to-develop-more-than-10point5-gigawatts-of-renewable-energy.html

The graphic shows that for the past 18 years the Net electricity generation in the United States from 1950 to 2023 (in terawatt-hours) has been flat.


It is tough for the US to grow its electricity generation like they did between 1985-2005. Delivering that additional power to where the data centers face challenges.

The U.S. is a post-industrial economy. Post-industrial economies use less electricity per unit of GDP. Hence that flat electricity generation for the past 18 years. Being the first to develop an industrial economy means the transmission system in the U.S. is old too.

The data center A.I. fuelled boom surging electricity demand coincides with the expansion of domestic manufacturing -keep in mind the investments in re-shoring- and the electrification of the nation’s vehicle fleet.
Camilla Hodgson today's article pointed out Microsoft’s emissions jump almost 30% as it races to meet AI demand. Data centers can be built much faster than electricity can be delivered.
https://www.ft.com/content/61bd45d9-2c0f-479a-8b24-605d5e72f1ab

Add to that the United States is a hyper-competitive economy. Those grids are further divided into a patchwork of operators with competing interests. That makes it hard to build the long-distance power lines needed to transport wind and solar nationwide.

Africa can build big data centers because it has abundant renewable energy. As a bit of advice to Brookfield Asset Management: It does not matter the color of the cat as long as it catches the mouse...
Before I forget: We are building the fiber optic to connect those data centers too!
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