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Open original source ↗Solar and batteries are not only becoming the biggest energy sources, they are also becoming hugely lucrative markets.
We will see a consolidation in solar and batteries that will be similar to how Nat Gas consolidated in the late 2010s.
Many new big energy companies will be birthed over the next several years.
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The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale, and most of it is made in China. "Scaling firm power that isn't gas is much more complicated. Uprates and restarts can squeeze a little more from the existing nuclear fleet, but the real upside is new reactors." a16z's @rmcentush on how America powers the next wave of growth: https://t.co/TobsqsZJq9
a16z ↗