Gobi X: Creating more energy for AI, not taking it from society
The hardest problem in AI is no longer the chip but the megawatt.
For much of the past three years, the global AI race has focused on semiconductors, with governments competing for advanced chips, technology outfits scrambling to secure GPUs, and investors pouring billions into ever larger datacenters. Yet the binding constraint has shifted from compute to the power required to run it.
For anyone trying to energize a new AI cluster today, the bottleneck is rarely silicon; it is grid access, interconnection delays, and aging infrastructure. That was the central message from Envision founder and CEO Lei Zhang at VivaTech in Paris this June, where he argued that AI amounts to an energy revolution as much as a computing one.
The steam engine transformed the industrial age by converting coal into motion, and the GPU now transforms the AI age by converting electricity into intelligence. History offers another lesson:...
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