US must find 100 GW of new power or lose AI race to China (cited from Eric Schmidt)

US must find 100 GW of new power or lose AI race to China (cited from Eric Schmidt) | we are going to lose to China if we don't find 100 gigawatts of power and then on the stage here yesterday it's like hey what do you know we're we're tracking to find the hundred billion

we are going to lose to China if we don't find 100 gigawatts of power and then on the stage here yesterday it's like hey what do you know we're we're tracking to find the hundred billion

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "100 GW",
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "caveats": "conditional",
  "context": "this came up with Eric Schmidt too. I remember we interviewed him last summer at your place and uh he said we are going to lose to China if we don't find 100 gigawatts of power and then on the stage here yesterday it's like hey what do you know we're we're tracking to find the hundred billion all we did is we deregulated put it in the hands of the companies.",
  "cited_by": "Dave Blundin",
  "verbatim": "we are going to lose to China if we don't find 100 gigawatts of power and then on the stage here yesterday it's like hey what do you know we're we're tracking to find the hundred billion",
  "conv_cues": "going to lose if we don't",
  "direction": "NUMERIC_TARGET",
  "timeframe": "Ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "FERC / DoE expedited interconnection executive action triggers >20 GW pipeline acceleration",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.belfercenter.org/research-analysis/ai-data-centers-us-electric-grid",
      "expected_date": "2027-09-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Executive order or FERC rulemaking explicitly cites AI competitiveness, expedites interconnection queue for >20 GW of co-located generation+data-center projects"
    },
    {
      "kind": "llm_pre_event",
      "label": "Schmidt 29 GW Phase 1 milestone met (2027 incremental data-center power add)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://futurism.com/google-ceo-congress-electricity-ai-superintelligence",
      "expected_date": "2027-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "EIA / FERC interconnection report confirms cumulative 2025-2027 data-center power additions reach 29 GW, validating Schmidt's testimony to Congress"
    },
    {
      "ki
... (truncated)