"Demand is surging due in large part to data centers dedicated to artificial intelligence and cryptocurrency, and as homes and businesses use more electricity and less fossil fuels for heat and transportation."
It would be informative to know what the 'AI' part of it is, because now it just seems like engagement bait.
It seems that AI is stopping being just a compute problem and becomes now an energy problem
Power infrastructure scales really slower than chips so this could become a real important constraint.
"Demand is surging due in large part to data centers dedicated to artificial intelligence and cryptocurrency, and as homes and businesses use more electricity and less fossil fuels for heat and transportation."
It would be informative to know what the 'AI' part of it is, because now it just seems like engagement bait.
Civilization needs energy, not a problem per se. Just generate more, preferably from sustainable sources.
But where are these data centers? Iirc majority of these new builds are on hold.
It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.
This has been true for a few years now. US is gated by power. China is gated by advanced chips.
The US needs solar and wind hardware manufactured by China.
China needs advanced chips manufactured by ... Taiwan.
Yes but TSMC themselves rely on software and fab equipment/materials made by Europe and US. TSMC also needs stuff from China, mind you.
It's all connected.