This week, Energy Secretary Ed Miliband cited a Climate Change arguing that reaching Net Zero by 2050 is “cheaper” than another fossil fuel crisis. This is a delusion. It ignores a fundamental reality: being sovereign in a world reshaped by AI requires massive, high-density
@ninadschick
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British Politician Links AI Sovereignty and Energy Policy
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The first British politician I’ve seen make the link between sovereignty, AI and energy. Didn’t think that would be from Reform.
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Britain’s AI Energy Crisis: Tokens-per-Watt Productivity Paradigm
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Without cheap energy, Britain won't just lose its factories – it will lose its offices too. As Intelligence proliferates, productivity will no longer be measured in man-hours, but in Tokens-per-Watt: how many units of ‘Intelligence’ a kilowatt-hour of electricity can buy. With
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Energy as the Ultimate Constraint for AI Development
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Energy is the constraint. Unlock it, and everything else follows. https://t.co/kwThpiO939
— Nina Schick (@NinaDSchick) 14 mars 2026Energy is the constraint. Unlock it, and everything else follows.
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British AI Companies Depend on US Compute Subsidies
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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.
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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,