The demand for AI computing power is skyrocketing, as OpenAI’s CEO, Sam Altman, reveals plans to acquire up to one million AI chips. Despite major players like Microsoft and Google building extensive AI clusters, a computing power shortage persists in the industry. Altman’s ambitious vision involves substantial investment to bolster infrastructure, raising trillions for chip facilities. However, achieving a target of 100 million AI chips is daunting; it could require as much energy as 75% of the UK’s total production. Each chip, running at 750W, would create a power demand equivalent to 75 nuclear reactors. The race for AI infrastructure is intensifying, with Big Tech companies prepared to invest heavily, increasing AI CapEx significantly. While the acquisition of one million AI chips may seem far-fetched, the evolving landscape of AI technology pushes the boundaries of what’s possible, making it a thrilling time for the sector.
Source link
