Swap that to "oil" and everyone goes "well, yes, obviously, oil is so powerful that people start wars over it".

Iran has hit the Amazon data center in Bahrain. The Ukranian deep drone bombing campaign has hit refineries, but also Wildberries, the "Russian Amazon" warehouses. The US campaign against Iran now, Iraq and Serbia previously, targeted power infrastructure. It will obviously be a target in the next war, and AI goes on that list too.

Every time the US completes an AI data center, someone in the Chinese nuclear command updates their target priority list. And vice versa.

but its difficult to use more electricity directly to get more utility. There are some rare ways - things like PtX systems - but even those are linear at best. AI is concentrating power in the sense that nobody wants to use the twentieth smartest AI - so if you can use the most compute, you get an outsized share of the rewards (in terms of paying customers) - over and above your share of the compute. There are other business sectors where similar dynamics exist - where the biggest capital tends to win - a sort of natural monopoly type situation, its nothing about hyperscaling or whatever.

Competition is only one of the ways to keep a corporation aligned. In the case of France, having a state monopoly on electricity even worked very well until we broke it for the sake of competition.

> The point "AI is structurally a technology that tends to concentrate power" is not that correct. They need this statement to be true, otherwise no way to justify the trillion evaluations.

How is it not true?

The biggest companies in the world are, quite obviously (just look at the numbers) going to be AI companies. The most powerful governments in the world are quite clearly going to be those that are close to (or in control of) AI companies. People have a very hard time seeing the second order effects of the control of intelligence - we need to fix that.

You realize utilities are arguably the most regulated industry in the US, right? Like this isn't just a bad counter, it's the example of necessary regulation due to concentration.

Trump already banned solar and offshore wind, in order to concentrate power (literally) with the oil companies.

Except that's a bad analogy: electricity is the means by which to do work.

The outputs of models in AI datacenters are the work.

The electricity company does not get the entirety of my useful input to the work as a result of me using electricity, but an AI company does.