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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> Keith Henson <hkeithhenson@gmail.com> <br><b>…</b></span><o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>>…BBC Cold is currently a far greater threat to human health than heat, though scientists <a href="https://www.theguardian.com/environment/2025/jan/27/dangerous-temperatures-kill-50-percent-more-europeans-end-century-climate">project</a> that relationship will flip as global heating pushes temperatures higher…<o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>How long will that take? Fifty years? That’s long enough for Europe to stop its insane opposition to air conditioning, and to rebuild their nuclear power generation capacity.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>>…At two bucks a kWh, AI becomes stupid…<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>That depends on how smart it is. If the AI is sufficiently smart, it isn’t stupid.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>>…I venture to say that the power AI is using today is not much more than 5 cents a kWh. Look up the cost of natural gas generation…<o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>Of course. But in a dire emergency, those who own that power generation will be looking to make a huge profit.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal>>…If you need to cool AI data centers, use ocean water.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Keith<o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>The tax structure in California makes that unattractive. However… Baja Mexico is right there beside the ocean, as is Vancouver Canada. Both those outfits would likely welcome AI revenue. If seawater could be piped over to Nevada then the hot water back out, that might be OK.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>spike<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><o:p> </o:p></p></div></blockquote></div></body></html>