Welcome to the Defrag Zone.
In every era, one crisis reveals how fragile our systems really are.
Whenever a crisis hits, two things happen:
Pain hits consumers generating panic, scarcity and price surges.
Innovators get rich by selling the solution.
Some examples you will know even if you are not an oldfart:
Oil Crisis (1970s): Compact cars, nuclear power, and solar tech took off.
Financial Crash (2008): Big Tech and Bitcoin rose from Wall Street’s ashes.
COVID (2020): Hand sanitizer, toilet paper, and Zoom stock soared.
Chip Shortage (2021): Nvidia, TSMC, and second-hand GPU resellers made a killing.
Do you see the pattern here? The formula seems to be quite simple: Crisis → Chaos → Cashflow (for those who saw it coming).
Now in 2025, AI is triggering a crisis most people aren’t ready for: it’s about to make electricity unaffordable.
Data centers — the places where all your AI text, images and fake videos are generated — already consume more energy than some entire countries. And we haven’t even hit the real exponential curve yet.
Yes, blockchain did the same. But this one is a lot more relevant. Not to mention, a lot more widespread.
In order to keep the hype high, Big Tech is racing to build more models, train larger neural networks, and host faster services. But every GPT prompt, every generated image, every AI decision... runs on pure power.
And that power is running out.
See what happened to Spain a few days back? That was a clear sign that all the deep tech you use, buy and sell becomes nothing without one simple ingredient: energy.
The AI Power Crisis Isn’t Coming — It’s Already Here
Let’s talk numbers.
Training one advanced AI model today burns as much energy as 100 homes use in a year.
Now multiply that by the hundreds of models being trained globally—and by the billions of users interacting with them daily. By 2030, AI could consume more energy than the entire world used in 2020.
And the grid? It’s not ready. Obviously.
Rolling blackouts in California. Energy price surges in Europe.
This is how your power bill will look like soon.
The Gold Rush Nobody’s Watching
Some of the most futuristic solutions ever imagined are actually being built. Right now. By real companies. With real money.
And if you pay attention, you could be on the right side of history.
Imagine:
Solar panels in space, beaming energy down to Earth like something out of Star Wars.
Nuclear fusion that turns seawater into electricity with no waste.
Geothermal fracking that taps into the Earth’s core for 24/7 clean power.
These aren’t theoretical anymore.
Japan just ran a successful space solar test.
Private fusion companies hit net-positive energy.
Google’s drilling for super hot steam in Nevada.
This isn’t just an energy crisis. It’s a moonshot moment.
The New Power Players
If you’re a homeowner, your move is clear: get solar, get batteries, and get off the grid before it bites you.
If you’re a builder, this is your inflection point. The next trillion-dollar company might not be another AI startup. It might be the one that keeps the AI lights on.
And if you’re an investor?
Remember when you missed Tesla? Or Nvidia?
This is your second chance. (With hindsight you should never invested in Tesla, nor any other company driven by d**kheads). But that would be a different story.
We’re Not Doomed. We’re Just Early.
Every major shift looks like a disaster before it becomes a gold rush. Electricity used to be for lightbulbs. Now it’s for intelligence. AI won’t die from an energy shortage.
But the companies and countries that fail to adapt might.
So next time you plug in your laptop, just remember:
You’re not just charging a device. You’re tapping into the next great power struggle of our time.
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See you next time. If your bill allows ;)