Power Grid

Copper Deficit

NOTES: Google / Arqit: Algorithmic Tarps and Rusting Grids

Marcus exposes the physical reality behind AI grid modernization, arguing that software updates and algorithmic routing cannot fix a global copper deficit or replace rusting physical transformers.

Eaton

NOTES: Eaton: Coding Our Way Out of a Copper Deficit

Marcus dismantles the illusion of coding our way out of a physical copper deficit, exposing the dangerous friction between high-margin software dashboards and rusting infrastructure.