Who is DeepMind owned by? There is certainly incredible AI IP in London – IE @synthesiaIO / @wayve_ai . All of these companies need compute in order to incubate and scale their visions. That means that British AI is supported by the ‘compute subsidies’ provided by U.S.
@ninadschick
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Gigawatt AI Intelligence Factories Power Requirements US Infrastructure
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The opposite. It’s powered up by multi-Gigawatt intelligence Factories in the US. There is a site quite near to where I live in Texas that is meant to expand to 5 GW. Compare that the U.K. where the whole national grid can support ~45GW at peak demand. Your ChatGPT query is
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Two Governments Taking AI Seriously
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I can think of at least two governments who are taking it very seriously…
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Hyperscalers Leverage Nuclear Energy for AI Infrastructure
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Godspeed to those engineers at RR, they have their work cut out for them. PS, in the U.S., the hyperscalers are treating energy as part of their tech stack. Microsoft is restarting 3-Mile Island, and Google / Meta et all are investing heavily in the next generation of SMR.
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Jevon’s Paradox and AI Inference Efficiency Gains
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No because we will just run more inference. Jevon’s Paradox.
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China elevates AI to state-funded productive force status
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Just this week in its 15th Five-Year Plan, Beijing elevated AI to a “New Quality Productive Force.” This is Party-speak for turning Intelligence into a state-funded public utility. This vision is backed by a staggering surge in energy infrastructure. By the end of 2026,
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AI Sovereignty Requires Massive Energy Infrastructure
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This is a delusion.
— Nina Schick (@NinaDSchick) 14 mars 2026
It ignores a fundamental reality: being sovereign in a world reshaped by AI requires massive, high-density energy, not just intermittent green generation.
By adhering to Net Zero without an industrial base, British leaders are not reclaiming independence.… https://t.co/wXE9KJCTM0This is a delusion. It ignores a fundamental reality: being sovereign in a world reshaped by AI requires massive, high-density energy, not just intermittent green generation. By adhering to Net Zero without an industrial base, British leaders are not reclaiming independence.
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Intelligence Productivity Measured in Tokens-per-Watt Efficiency
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Sigh. why don't you read what I wrote. "As Intelligence proliferates, productivity will no longer be measured in man-hours, but in Tokens-per-Watt: the volume of Intelligence a kilowatt-hour of electricity can produce. At Britain's 25p rate, it is already 400% more expensive to
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State Industrial Strategy vs Short-Term Energy Dependency Thinking
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I concur, nonetheless, it is more illustrate of a State with a long-term industrial /sovereign strategy vs one with none. It's exactly this type of short-term thinking that now leads Britain to swap its fossil fuel dependency on Norway with a Green hardware/supply chain
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Energy Sovereignty and AI: Britain versus Norway’s Strategic Approach
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I compare the Norwegian approach to decarbonisation/North Sea/ Sovereign Wealth to Britains'. But it is a broader argument about how Britain's energy policy in relation to its sovereignty, and why this matters, in particular, right now when it comes to AI/Intelligence at scale.