I’m slightly obsessed with the question of how we’re actually going to power the AI BUILDOUT.

Everyone wants vastly more compute. Nobody seems particularly interested in where the staggering amount of electricity, land and cooling for it is supposed to come from.

Then I came across what NetworkOcean is doing in San Francisco Bay.

They’ve put a tiny 20 kW floating solar array on the water and are using it to power an Nvidia H100 aboard a support vessel.

Right now, it’s basically an experiment.

But their ambition is enormous: 1 MW next year, and eventually the ability to deploy a whole GW of floating solar every week!!

And I LOVE the idea behind this.

Instead of endlessly asking where we can squeeze the next generation of data centers onto land, what if we start building an entirely new class of AI infrastructure at sea?

Power on the surface. Compute alongside it. An ocean of cold water underneath.

I have no idea whether NetworkOcean will be the company that makes this work.

But this is exactly the kind of weird engineering experiment I want to see more of.

🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶