"Demand is surging due in large part to data centers dedicated to artificial intelligence and cryptocurrency, and as homes and businesses use more electricity and less fossil fuels for heat and transportation."
It would be informative to know what the 'AI' part of it is, because now it just seems like engagement bait.
> It would be informative to know what the 'AI' part of it is
AI is > 90% of new capacity requirements. Crypto energy use is actually falling after some coins moved away from proof of work, especially after ethereum did.
> because now it just seems like engagement bait.
Well, you're shooting at the messenger here, why don't you find that information yourself and let us know? I tried and it's very hard - the various state governments talk about new electric capacity, data centers, and "jobs, jobs, jobs" without revealing what part of the new capacity would go to what consumers, or how many millions of investment will be needed per single job.
The info for Utah - projected increase of households electric bills to cover the capex for new power plants - greater than $500/year in the next several years - all of it to power humongous new AI data centers.
Civilization needs any new consumers of energy to pay for the new capacity they require, that's not the case here so let's forget about civilization and its requirements.
> energy, not a problem per se. Just generate more, preferably from sustainable sources.
Finally someone with unlimited energy supply, how much of that "no problem" can you provide? Use you preferred sources or others, I'll make no fuss about it, in continuous Gigawatts, please.
It seems that AI is stopping being just a compute problem and becomes now an energy problem
Power infrastructure scales really slower than chips so this could become a real important constraint.
This seems to escape a surprising number of people.
... even when unsubtly reminded. Maybe we need a website with a decent set of infographics that show the various inter-dependencies of the world economy, and an overlay showing the timings of these inter-dependencies.
"Demand is surging due in large part to data centers dedicated to artificial intelligence and cryptocurrency, and as homes and businesses use more electricity and less fossil fuels for heat and transportation."
It would be informative to know what the 'AI' part of it is, because now it just seems like engagement bait.
> It would be informative to know what the 'AI' part of it is
AI is > 90% of new capacity requirements. Crypto energy use is actually falling after some coins moved away from proof of work, especially after ethereum did.
> because now it just seems like engagement bait.
Well, you're shooting at the messenger here, why don't you find that information yourself and let us know? I tried and it's very hard - the various state governments talk about new electric capacity, data centers, and "jobs, jobs, jobs" without revealing what part of the new capacity would go to what consumers, or how many millions of investment will be needed per single job.
The info for Utah - projected increase of households electric bills to cover the capex for new power plants - greater than $500/year in the next several years - all of it to power humongous new AI data centers.
Civilization needs energy, not a problem per se. Just generate more, preferably from sustainable sources.
> Civilization needs energy,
Civilization needs any new consumers of energy to pay for the new capacity they require, that's not the case here so let's forget about civilization and its requirements.
> energy, not a problem per se. Just generate more, preferably from sustainable sources.
Finally someone with unlimited energy supply, how much of that "no problem" can you provide? Use you preferred sources or others, I'll make no fuss about it, in continuous Gigawatts, please.
But where are these data centers? Iirc majority of these new builds are on hold.
It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.
This has been true for a few years now. US is gated by power. China is gated by advanced chips.
The US needs solar and wind hardware manufactured by China.
China needs advanced chips manufactured by ... Taiwan.
Yes but TSMC themselves rely on software and fab equipment/materials made by Europe and US. TSMC also needs stuff from China, mind you.
It's all connected.
> It's all connected
This seems to escape a surprising number of people.
... even when unsubtly reminded. Maybe we need a website with a decent set of infographics that show the various inter-dependencies of the world economy, and an overlay showing the timings of these inter-dependencies.