That means sustainable energy investors need to accept that renewables alone aren't enough to power the AI age, he said.
That means there is unlimited demand for renewables and thus it will be impossible to saturate the market with renewables. This is not the argument he wants to get people to stop investing in renewables and invest instead in non-renewables which is what he seems to want (from TFS).
"The gap between what AI is demanding and what we have everywhere in the world on the grid in terms of generation and transmission is huge and will not be closed in our lifetime,"
So AI is going to demand all the power we can produce in our lifetimes? What if we don't meet that "demand" and allocate the amount of power that its actual demonstrated contribution to the global economy justifies? Will "AI" get mad and punish us?
The claim is an economic absurdity. The LLM frenzy is right now 2 years and 11 months old (from the time of the public GPT release). Projecting AI power demand, oh 40 years in the future, based on the power demand increase over less than 3 years is ridiculous. The current AI datacenter building race is not going to continue to 40 years. There is no demonstrated necessary AI power demand for some level of economic value.