AI & Electric

I pointed out several years ago when writing about what's marketed as AI the energy needs would prove impossible. So, no surprise when one of our tech-lords, none other than MS-CEO Satya Nadella states,

"The biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power. So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”

It's an even greater problem if the power just isn't there, no matter how far away.

I've written recently about the energy dreams of compute, most especially the innumerable recent deals announced for fantastical generation plants, including Microsoft saying they're going to have a fusion reactor up and running in a couple years – funny, funny stuff. For those of you betting, take the over.

Nor does that mean there isn't a compute glut. This is a wrong architecture to do what they're selling and a lot of what they're selling we don't need. We need to send the boys back to their desktops and say do over.

This wouldn't be the first time unmet energy wants scuttled future bad dreams, think the Wehrmacht's shattered nightmares along the banks of the Volga. No one would argue the world wasn't a much better place for that energy deprivation.

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