Data centers are being built one after another in the US, which is great for AI, but the pressure on the power grid is at full capacity. The situation is getting interesting now—Bitcoin Mining Farms and AI training clusters are starting to compete for electricity.
In simple terms, the competition for computing power is superficially a battle of chips and code, but fundamentally it relies on electricity. The power supply is the true underlying resource. If this trend continues, the POW mining track will eventually be a direct confrontation between the two major camps of Bitcoin and AI.
Suddenly I understand why ETH insisted on switching to POS back in the day. The energy consumption pit, the sooner you jump in, the easier it is.
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DegenTherapist
· 12-01 16:42
The Electric Roll King War, no matter who wins, our electricity bills will rise
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Wait, thinking about it this way, Bitcoin miners are really going to be rubbed down by AI
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If I had known earlier, I wouldn't have criticized Ethereum's POS, their chess game is absolutely brilliant
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US power grid: I'm having a hard time, both dads want my life
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Capital: Computing Power is the future! Electricity: Me too, please stop asking for more
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To be honest, POW is just a false proposition, it's essentially a competition of burning electricity, whoever has more daddies wins
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After this wave, miners will either pivot or be eliminated on the spot, there is no third option
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NFTHoarder
· 11-30 18:07
Damn, the electricity is monopolized by these Large Investors, and small investors really have no way out.
Steal electricity? How to steal, isn't it still the rich who have the final say?
The move to switch ETH to POS is indeed smart, they saw through this situation early on.
Electricity is the key, no matter how powerful the chips are, they are useless.
If the Miner and AI companies fight, we'll just watch the show.
Now it's good, the green energy concept is about to To da moon again.
In the end, it's still a game of capital; whoever has cheaper electricity wins.
In the US, they are crazily building data centers, how can the electricity costs be cheap? It's hilarious.
Energy consumption is the future's moat; only projects that understand this early can survive long term.
View OriginalReply0
LiquidityLarry
· 11-30 00:55
Electricity is really going to be the next bottleneck.
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AI consumes electricity, BTC consumes electricity, and in the end, it's the ordinary user's electricity bill that suffers.
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That's why I've been all in on ETH for a long time, saving wherever I can.
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Is the American power grid going to explode? Then I might as well stock up on stablecoins.
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In the end, who wins when everyone is scrambling for electricity? It feels like everyone will have to kneel.
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If I had known, I wouldn't have been so hard on ETH 2.0; they really do think long-term.
View OriginalReply0
MEVSandwichMaker
· 11-29 10:41
Electricity is the real graphics card, haha
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AI consumes electricity just like BTC mining, it's going to be a good show
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So ultimately, it's still a game of electricity; whoever can secure cheap electricity wins
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No wonder Ethereum was so adamant about PoS back then, it really dodged a bullet
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Data centers clustering in the U.S. will be disastrous; the power grid is going to explode
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Bitcoin: I was here first
AI: Move aside, I make more money
Power companies: None of you move
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The computing power arms race has ultimately turned into an electricity arms race, ironic.
View OriginalReply0
OvertimeSquid
· 11-29 05:56
Electricity has become the new arms race, no matter who wins, they have to burn money.
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BTC miners: We were here first, why should we give way?
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If I had known that ETH switching to POS was so brilliant, those who opposed it back then must regret it.
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The power grid can't hold up anymore, the American power companies are about to benefit from this.
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The computing power battle ultimately boils down to an electricity battle, this is the real infrastructure positioning.
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AI companies are consuming electricity even more fiercely than Bitcoin mining farms, now we have a good show to watch.
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Energy consumption is the biggest cost, no wonder everyone is rushing to POS.
View OriginalReply0
LayerZeroEnjoyer
· 11-29 05:54
Electricity is the new oil, now I really understand.
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Miners and AI both rely on electricity, no one can escape this.
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It's time to fully transition to POS, the energy consumption issue will have to be faced sooner or later.
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The U.S. power grid can't take it anymore, now there's a good show to watch.
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After all, it still comes down to electricity; no matter how amazing the chips are, they still need electricity to support them.
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Bitcoin and AI competing for electricity, it's really something, the race for resources has escalated.
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No wonder Ethereum is so eager to switch to POS, avoiding pitfalls in advance is also smart.
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Electricity competition will likely become the next bottleneck.
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The POW path is becoming increasingly difficult; efficiency is truly a big issue.
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The energy consumption war, an invisible new battlefield.
View OriginalReply0
AmateurDAOWatcher
· 11-29 05:51
Electricity is the new oil, I didn't expect that Bitcoin miners and AI training guys would start fighting over the US power grid.
Wait a minute, thinking about it, ETH's switch to POS was truly a stroke of genius, and now watching the POW guys compete for electricity is quite satisfying.
But to be honest, it's hard to say who will win this power battle; it depends on how state policies lean.
It's really a resource competition; no matter how amazing the chips are, they still need electricity to work.
Now the miners have to start focusing on energy efficiency; otherwise, costs will explode.
View OriginalReply0
ParanoiaKing
· 11-29 05:51
Damn, this is why I gave up on POW a long time ago, electricity costs are the real enemy.
With Bitcoin and AI competing for electricity, whoever wins is still losing money.
If I had known earlier, I would have followed the trend with ETH, it would have been easier.
Now I understand, the energy consumption war has just begun.
View OriginalReply0
TeaTimeTrader
· 11-29 05:27
Electricity has become the new arsenal. Whoever holds cheap electricity wins this game.
BTC miners and AI manufacturers are mutually constraining each other, this plot is quite dramatic.
If I had known this would happen, why insist on POW back then?
The U.S. needs to quickly repair the power grid, otherwise both of them will be starving.
Electricity is the real infrastructure, chip codes are all virtual.
Data centers are being built one after another in the US, which is great for AI, but the pressure on the power grid is at full capacity. The situation is getting interesting now—Bitcoin Mining Farms and AI training clusters are starting to compete for electricity.
In simple terms, the competition for computing power is superficially a battle of chips and code, but fundamentally it relies on electricity. The power supply is the true underlying resource. If this trend continues, the POW mining track will eventually be a direct confrontation between the two major camps of Bitcoin and AI.
Suddenly I understand why ETH insisted on switching to POS back in the day. The energy consumption pit, the sooner you jump in, the easier it is.