Shared Sapience
Evergy Bets 40 years of Gas on a 5-year AI cycle #AI #CleanEnergy
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Evergy just committed 4.7 gigawatts of new natural gas through 2044 and cut its planned solar by more than 80% - all to serve data center demand. On the same news cycle, TSMC locked in a gigawatt of offshore wind for 30 years and called it the cheaper, more reliable anchor for its compute supply chain. Same demand signal. Opposite forty-year bets. The deeper problem is that AI compute loads are already compressing in ways the gas depreciation schedule cannot absorb - efficiency gains, edge infer
