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Tuesday, 09 April, 2024

Musk comments regarding AI.

Musk believes AI could surpass the intelligence of any one human by the end of next year and be smarter than all humans within 5 years. However these advances rely on the supply of both the silicon and the electricity require to power and train the machines.

“Last year it was chip-constrained, People could not get enough Nvidia chips. In a year or two electricity supply could be the issue”.
The growing theme bullets on ENERGY:
– National Grid CEO talked need for super grids as AI and Net Zero require hefty grid upgrades.
– IEA said global datacenter energy consumption is expected to double by 2026.
– Talen Energy announced a $650mln deal with AWS to sell a datacenter powered by one of the largest U.S. nuclear plants.
– Microsoft and Google have also announced a collaboration last week to buy electricity generated by geothermal, clean hydrogen, battery storage and advanced nuclear

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