Daily Tech News Show We Need More Power - DTNS 5138
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Nov 3, 2025 The hosts dive into OpenAI's new AWS deal, exploring the hardware involved and its implications for AI growth. They discuss the pressing issue of power supply as a bottleneck, while highlighting Microsoft's massive investments in GPU capacity and data centers. In a surprising twist, rumors suggest Apple may utilize Google's Gemini for Siri enhancements. The latest developments in South Korea's AI filmmaking aspirations spark a lively debate about global competition in AI-generated media, making for a tech-filled conversation.
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Power, Not Chips, Is The Bottleneck
- Companies racing to secure cloud compute face a bigger bottleneck: power and ready data-center shells, not chips.
- Satya Nadella and Sam Altman said power availability and "warm shells" are today's primary constraint on scaling AI.
AI Demand Could Accelerate Renewables
- Renewable energy deals are becoming cost-competitive and are being signed to supply data centers at scale.
- Tom Merritt argues demand from AI could drive innovation and lower renewable prices further.
Data Centers Follow Renewables, Not Old Grids
- Building data centers near wind and solar assets avoids an aging grid and secures reliable power.
- Robb Dunewood explains hyperscale sites favor wide open areas where renewables are abundant.