BNC#9 | Masie Q&A: Eskom's extra gigawatts are AI's gateway into SA economy

Sep 10, 2026 · 39:06

Stafford Masie says the AI industry is not actually running out of electricity, it is running out of places to plug in. The real bottleneck for OpenAI and Anthropic in the United States is grid connection points that can absorb the violent power swings inference computing demands, without blowing transformers or blacking out whole regions, as happened in Portugal last year. His argument at BNC#9:…