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If you also tuned into Altman's second congress hearing (first in 2023) along with other AI executives, my takeaway is two words: New Deal (by FDR almost a century ago).
The causal link is quite fascinating and worthy of a few blogposts or deep research queries, but I won't have more time for this (I really wish so), so here goes.
* AI workload loves GPUs because they allocate more transistors than CPUs for computing, and pack them by high-bandwidth memory
* More computing in the small physical space -> more power draw and more heat dissipation
* more heat dissipation -> liquid cooling
* new cooling and heavier power draw -> bigger racks (heavier and taller)
* bigger racks -> (re)building data centers
* new data centers with higher power demand (peak and stability) -> grid update and nuclear power
The causal link is quite fascinating and worthy of a few blogposts or deep research queries, but I won't have more time for this (I really wish so), so here goes.
* AI workload loves GPUs because they allocate more transistors than CPUs for computing, and pack them by high-bandwidth memory
* More computing in the small physical space -> more power draw and more heat dissipation
* more heat dissipation -> liquid cooling
* new cooling and heavier power draw -> bigger racks (heavier and taller)
* bigger racks -> (re)building data centers
* new data centers with higher power demand (peak and stability) -> grid update and nuclear power