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Grid capacity as a potential constraint on AI growth
A newsletter coauthor says access to electricity and grid capacity could matter as much to AI growth as chips.
TLDR
A coauthor of the Unaligned newsletter argues that AI is scaling faster than the energy infrastructure needed to support it. As data centers demand more electricity, they say, access to power, grid capacity and new power generation could become as important to AI growth as chips, models and computing power.
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