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The Real Bottleneck in the AI Boom — with Jigar Shah

Why the AI buildout is breaking the grid — and how to fix it.

Last week, we explored the backlash against data centers. This week, we focus on solutions.

Scott sits down with former DOE official Jigar Shah to discuss why the biggest obstacle to AI may not be chips or computing power, but the electric grid itself. They discuss a little-known policy called interruptible tariffs, why electricity prices are rising, what states are getting right, and how America can expand AI infrastructure without overwhelming the power system.

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