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How to Remake the Electric Grid for AI | Brian Janous

Hidden Forces

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Balancing AI Growth with Sustainability Goals

The race to interconnect GPUs for creating large training models and efficient inferencing presents a significant economic opportunity for tech companies. However, due to the massive capital requirements involved in building this infrastructure, only a few winners are expected in the industry. The urgency to meet the demand for power and update the grid for renewable energy sources creates a conflict between capturing the AI market and achieving sustainability goals.

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