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SF Compute CEO @evanjconrad compares today’s compute market to electricity before the power grid.
He explains that before utilities pooled demand, factories h
AI News • 2026-09-28 23:06 UTC • By Billy Odell Tucker-Robinson
SF Compute CEO @evanjconrad compares today’s compute market to electricity before the power grid.
He explains that before utilities pooled demand, factories had to build enough generation for their own peak usage, leaving expensive capacity idle the rest of the time.
“Every factory ran its own ge…
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