Powering AI: Energy Bottlenecks, Hyperscalers, & AGI w/ Freda Duan, Principal at Altimeter Capital
"Autopilot" with Will Summerlin
Navigating Energy Bottlenecks in AI
This chapter explores the challenges and implications of energy consumption in AI, discussing the impact on model performance, power consumption during training and inference, and the evolving narrative around data centers and electricity as bottlenecks. It examines the need for dispatchable energy sources, the rise of solar and wind power generation, and the challenges in balancing energy supply and demand for AI applications. The conversation also touches on cooling solutions, collocating data centers with natural gas or nuclear plants, and the complexities of developing nuclear power infrastructure.
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