What’s A.I. Doing to Our Energy Bills?
Summary
Slate Money hosts Felix Salmon, Emily Peck, and Elizabeth Spires discuss New York’s data center moratorium, the new Housing Act, and SK Hynix stock arbitrage. They analyze how AI-driven energy demand strains the grid and raises electricity costs, while debating the geopolitical risks of limiting domestic data infrastructure. The episode also covers the Housing Act’s ban on institutional home buying and the removal of mobile home chassis requirements to boost supply. Finally, they explore why SK Hynix shares trade at a premium in the U.S. due to investor demand and accessibility.
Topics discussed
Intro and sponsors: Nutraful, CFA Institute
NY data center moratorium and rising electricity costs
Solar panels, grid strain, and geopolitical energy policy
AI race: US data centers vs. Chinese models
Sponsors: HeyGen, IM8, Cademy
NOAD Act: Institutional landlords and manufactured homes
Sponsors: AT&T Business, Oli
SK Hynix ADR premium and arbitrage limits
Your Number: AI pool, betting, Zara death pants
Outro and sponsors: Grainger, Temptations
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