What’s A.I. Doing to Our Energy Bills?
Summary
Slate Money hosts Felix Salmon, Emily Peck, and Elizabeth Spires discuss New York’s moratorium on data center construction amid rising electricity costs and AI competition with China. They analyze the new 21st Century Road to Housing Act, focusing on restrictions for institutional investors and the removal of chassis requirements for manufactured homes. The episode concludes with an examination of the significant price arbitrage for SK Hynix shares between US and Korean markets.
Topics discussed
Intro: Data centers, SK Hynix arbitrage, and bank earnings
NY bans data center construction to curb electricity costs
Grid strain, rising bills, and the promise of cheap solar
AI race, China competition, and demand-side management
Geopolitics of AI: US vs China data center dominance
Housing policy: Banning institutional investors in rentals
Manufactured homes: Removing chassis requirements for ADUs
SK Hynix arbitrage: US ADRs vs Korean shares
Rapid fire: Pool simulators, Trump teleprompter, and pants
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