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Navigating AI and Energy Challenges
This chapter highlights discussions from a recent AI summit in Washington, D.C., focusing on advancements in AI technology by a leading semiconductor company while addressing energy consumption issues. It contrasts new Blackwell chips with previous generations and delves into NVIDIA's innovative solutions for energy efficiency, amidst the growing demands of data centers. The chapter reflects on the competitive landscape of the chip manufacturing industry, specifically NVIDIA's position relative to its rivals and the broader implications of tariffs on the global supply chain.