This chapter explores the high energy demands of AI companies, particularly the substantial electricity usage of chatbots like ChatGPT compared to traditional search engines. The hosts discuss a Goldman Sachs report that highlights the reasons behind these energy consumption levels, including insights into neural networks and inference.
One query on ChatGPT takes 10x the amount of electricity as a Google search.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- How big tech is dealing with the electricity demands of AI systems.
- Companies that could benefit from more energy usage.
- If Under Armour can turn around.
Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.
Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV
Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events
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Host: Ricky Mulvey
Guests: Asit Sharma, Brendan Hughes
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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