So far, the only part of Earth AI seems hell-bent on dominating is the power grid.
AI data centers are doubling the pace of electricity demand growth in the US to the extent that demand could exceed supply in just two years without action, according to Bernstein Research.
The potential shortfall could mean higher prices for the computing power AI developers of all sizes are clamoring for, along with ample opportunity for investors willing to build up supply.
How are AI companies planning aheadIt's not just the total power needed for AI computing infrastructure, it's the unique cadence of the power need and the cooling AI chips require.
Amazon is clearing some of these hurdles by colocating some data centers with nuclear power sites.
Persons:
—, that's, catchup, Bernstein, Jensen Huang, Huang, Agrawal, we're, Andrew Feldman, Feldman
Organizations:
Service, Bernstein Research, Business, Nvidia, Vertiv, Lambda, Cerebras Systems
Locations:
UAE, South Africa, Kenya, Nigeria, Egypt, Iceland