AI and energy - can on-site power generation meet Ai's voracious energy needs?
As part of his attempt to reclaim the data center narrative in the US, President Donald Trump back in March ordered AI leaders to make their own power and not eat into the available public supply. Seven leading tech firms - Google, Microsoft, Meta, Oracle, xAI, OpenAI and Amazon signed a "ratepayer protection pledge", although it’s unclear how the pledge will be enforced or what realistic relief it will offer to US consumers.
That said, the commitment does raise the profile and the appeal of on-site generation of power by AI firms looking to vastly expand their infrastructure rollouts. That works well for the likes of green power Bloom Energy, whose founder and CEO KR Sridhar observes:
There are some things in this uncertain world that you can be absolutely certain about. The use of electricity, the need for electricity, the demand for electricity is just going to skyrocket not...
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