Can the Integrated Circuit Chip Manufacturers Keep Up with the AI Demand?

UtilityDive.com: Robert Walton

Amazon-AI-Facility
Image: Amazon Web Services Data Center: Nathan Howard/Getty

Will the integrated circuit (IC) chip manufacturers be able to maintain AI’s ever-increasing demand for new data center facilities?

London Economics produced a report stating that, “AI demand forecasts have alarmed utilities that are rushing to add energy resources, despite concerns over impacts on power bills. Projected data center demand from the U.S. power market would require 90% of global chip supply through 2030, where such a scenario is unrealistic.”

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Google Signs Agreement for New Renewable Energy to Power AI Facilities

FoxNews.com: Kurt Knutsson, CyberGuy Report

Google-Nuclear-Fusion-Power-Deal
Image: FoxNews.com: Kurt “CyberGuy” Knutsson

Google recently signed its first ever energy power contract for nuclear fusion technology with Commonwealth Fusion Systems (CFS) in taking the next step forward in renewable clean energy. “CFS is an MIT spin-out working to build one of the world’s first commercial fusion reactors. This Google fusion deal marks a pivotal moment for the tech giant as it looks to secure reliable, carbon-free power for its growing AI operations.”

Google plans to purchase up to “200 megawatts of power from CFS’s planned ARC fusion power plant in Chesterfield County, Virginia, which will help power Google’s expanding network of AI data centers.”

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