What will the future of the pilot car industry be now that a gigantic tectonic shift has taken place that has shaken every single country in the world? What will be next? How will it affect us as Pilot Car Drivers?
There is a simple fact dominating discussions of investors, manufacturers, and inventors: energy. Why? Because artificial intelligence has been expanding like an atomic mushroom.
To top it off, Donald Trump’s ascendancy as the 47th president requires us to examine how he will deal with the problems of energy and artificial intelligence because they will affect us all!
How much energy is needed to make artificial intelligence a reality? I can only tell by giving you a comparison.
There are 4,500 data centers in the U.S., and the next largest country in terms of data centers is Germany, with 521. The U.S. is huge when it comes to data centers because 70% of the world’s internet traffic is running through the data centers located on the Virginia/Maryland state line west of Washington, D.C.
These data centers handle today’s internet traffic. Artificial Intelligence is in its infancy. Compare it with the Industrial Revolution in the 1800s, which occurred only because of the steam engine. A.I. today is like the steam engine stage in 1830.
Steam engines were pretty primitive back then, and so is artificial intelligence today.
WIND IS DEAD
Renewable energy is not going to fly. Dan Romito of Pickering Energy Partners said:
“The Big Green Grift (renewable energies) is about to be slowly shuttled aside because we need massive amounts of new energy these schemes cannot deliver.
He predicts, “Indeed, there’s a big wreck about to happen at the intersection of Artificial Intelligence Boulevard and Net Zero Avenue (renewable energies). Future AI data center demand is forcing energy discussions to suddenly get very real.”
Therefore, wind energy is dead. It costs a lot and leaves a massive environmental footprint starting with the colossal energy waste of producing them to the retarded band-aide of retired blades dumped in the middle of the landscape.
Additionally, Wind Energy has a P.R. problem. Offshore wind farms are killing whales, which the U.S. Bureau of Ocean Energy Management (BOEM) has finally acknowledged (see BOEM Report).
How Much Energy Is Needed?
According to the U.S. Energy Information Administration, the U.S. generated approximately 4.2 trillion kilowatt hours of electricity in 2023. Of that, 15% was renewable energy from wind and solar.
It is currently estimated that the data centers that will have to be built will require double the U.S. energy supply to 8.4 trillion kilowatts. This is the estimate of Picking Energy Partners, and they say it is a “conservative estimate.” I have not seen anyone else make any sort of prediction because nobody really knows what artificial intelligence will look like in two or five years. Just look at what has happened in the last two years.
What Does This Mean For Heavy Haul?
Each of you has seen the data center corridor in Virginia. It is massive. Envision this will have to double—at a minimum. There is a high probability that it will be a constant expansion process that will not stop for many years. It literally has no horizon.
This means shipping tons of transformers, construction equipment, cranes, oversize climate units (A.C.s), electronic control centers, and more.
Now, consider that the entire U.S. energy grid has to double, and all the power plants have to double. Well, you cannot double some of them like Hydro Power. Double natural gas is probably the most real, but doubling coal power plants may not. One solution will be nuclear power. Apparently, the technology has made significant headway. But wait, if you crank up nuclear production, don’t we need to upgrade the power grid so it can deal with all this? Of course, and it means more transformers, real big ones. I think companies that provide super load trailers will have a heyday!
Now imagine that while all this is going on, another evolution is happening along with it, and this is the creation of chip foundries! They are highly power-intensive. I wrote an article on this in April of this year, and you can read it here, but what this article does not cover is that artificial intelligence requires a whole new set of improved chips that are currently only made in Taiwan. A war across the pond will mean our operation here is dead—hence the tremendous push of mega-corporations to get it set up in the U.S. pronto. Heck, the top Taiwanese company is coming to the U.S. because they want to be part of the U.S. boom, and I am sure they are very aware that things in China can get way too hot, meaning they may face a hot war. Now, imagine what will happen when President Trump starts to crank up the pressure on getting this done and let me assure you he will.
Summary
Stay hungry, my friends, because we will be swamped, and we will make a lot of money. If you drive, you’ll make money; if you sit around, you don’t, right?
In short, the next few years will be very busy. Of course, it will have to be reviewed regularly because, as I said above, nobody knows when this will end or which direction this evolution will take. It certainly will make us rich!
A trucker who turned pilot car driver with my YouTube channel sent me an email last week and said:
“My business has honestly skyrocketed. As I said, I’ve been full-time into this now for 9 months and have already made over $113,000 and have weekly workloads I can’t keep up with. This week alone will be an $8,500 week — doing 2 stage 2 rockets for SpaceX.”
Stay hungry, my friends!
