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Musk warns that the U.S. will "lack electricity" next year: The biggest concern for AI development is not Computing Power, but these three major challenges.
Tesla founder Elon Musk recently said that as the technology industry builds larger and larger data centers, the development of artificial intelligence (AI) may encounter power production problems in the middle of next year, which may pose challenges to the expansion of the AI industry. (Synopsis: Pakistan wants to sell excess electricity: targeting bitcoin mining and AI data centers) (Background supplement: Europe's largest power company ENEL will "tokenize solar panels" to buy coins to offset electricity bills, RWA new application) According to CNBC, Tesla founder Elon Musk recently said that as the technology industry builds larger and larger data centers, the development of artificial intelligence (AI) may encounter power production problems in the middle of next year, which may affect AI The expansion of the industry poses challenges. Three Limits to AI Development: Chips, Transformers and Power Production Musk revealed in an interview with CNBC that his AI startup xAI is planning to build a gigawatt-scale infrastructure outside Memphis, Tennessee, which is expected to be completed in six to nine months. Note: Gigawatt-scale refers to the scale of gigawatt (GW) of power capacity. One gigawatt (GW) is equal to 1 billion watts (1,000,000,000 watts) or 1,000 megawatts (megawatts). In the energy sector, this is a very large unit of electricity and is often used to describe the power demand or capacity of a large power plant or data center. According to the U.S. Department of Energy, one gigawatt of electricity capacity is equivalent to the average size of a U.S. nuclear power plant. Musk further pointed out that as the scale of AI continues to expand, the development of the industry is facing three major constraints, namely chips, transformers and power production (transformers are used to reduce the voltage of electricity generated by power plants for computer use). He warned: "When we solve the transformer shortage, we will face a basic power production shortage. My guess is that people may start to experience challenges with electricity production in the middle or end of next year. Google warns: the United States faces a power capacity crisis At the same time, Alphabet's Google division also warned as early as February this year that the United States is facing a power capacity crisis because it is competing with China for dominance in the AI field. Caroline Golin, Google's head of global energy market development, said at a Nuclear Energy Institute conference in New York City: "We have a very stark reality that our systems don't have enough capacity to power our data centers in the short term, maybe even in the long term." To address this issue, Google says it has begun exploring nuclear as an alternative when it realizes that renewable energy sources such as wind and solar can cause grid instability due to weather conditions. It's worth noting, however, that Constellation Energy, the largest U.S. nuclear plant operator, has offered a different view. The company noted that while data center demand is strong, some utilities' forecasts for electricity demand are overblown. Constellation CEO Joe Dominguez said on the first quarter earnings call: "I have to tell you that I think the power load is exaggerated." Related Stories Bitcoin Security Myth Busted? Researcher: "$10 billion + 10GW of electricity" can launch a 51% attack, and large institutions can easily short profit Putin sternly warned "Bitcoin": mining is too energy-intensive, has caused a power crisis in many regions of Russia Real coal mining companies also love to mine Bitcoin! ARLP: 425 BTC mined with excess electricity (Musk warned that the United States will "run out of electricity" next year: the biggest concern of AI development is not computing power, it is these 3 major challenges" This article was first published in BlockTempo "Dynamic Trend - The Most Influential Blockchain News Media".