Air Street Press The AI energy wars will get worse before they get better
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Dec 22, 2024 The discussion dives into the escalating AI energy wars, highlighting that conditions are likely to worsen before improvement. Key topics include bipartisan efforts to streamline energy permitting and the challenges faced by companies aiming for energy independence. The podcast also explores the energy demands of AI training and the geopolitical implications, especially America's reliance on foreign partnerships. Additionally, innovative strategies for enhancing energy efficiency in AI model training are examined, shedding light on the role of advanced technologies like photonics.
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X AI's Colossus Cluster
- Elon Musk's X AI is building a massive AI supercomputer in Memphis, Tennessee.
- This has sparked controversy due to its high energy consumption and potential strain on the local power grid.
AI's Energy Challenge
- AI's energy demands are growing rapidly, challenging big tech's sustainability pledges.
- This could give an advantage to the West's adversaries or create dependence on Gulf states.
Tech Companies Turn to Nuclear
- Tech companies are exploring nuclear energy for data centers.
- Microsoft partnered with Constellation Energy to restore part of the Three Mile Island plant, while Google is investing in small modular reactors (SMRs).