Post by 101 Capital Partners

🇺🇸 #US (OpenAI SoftBank Oracle MGX): $500 Billion Stargate Project 🇪🇺 European Commission : €200 Billion #InvestAI Initiative 🇫🇷 #FR (Emmanuel Macron Clara Chappaz): €110 Billion in fresh #AI #Investments 🇮🇹 #Italy: €4.3 Billion Microsoft Investment in AI and #cloud infra 🇸🇦 #SaudiArabia: HUMAIN, the new AI value chain JV of Public Investment Fund (PIF) and NVIDIA 🇰🇪 #Kenya: KONZA TECH and other AI infras developments ... 💡 Prompted by recent announcements around #Billions of new investments in AI & data infrastructure, 101 Capital Partners has been (not so) quietly gathering insights on the energy demand required to power this over-increasing usage of data center chips, GPUs and other computational facilities. ☎️ We've started engaging in conversations with #experts, #researchers, #reporters and #operators in various fields — including our very own team. We're also reading everything we can on the issue. 👉 Saul Perlmutter's multifaceted work at the nexus of AI, data science, and public policy is quite fascinating #AIAnthology University of California, Berkeley (2011 Nobel Prize in Physics) 📚 Have a look at a report published last December by the @Lawrence Berkeley National Laboratory, which is funded by the US Office of Nuclear Energy | U.S. Department of Energy , attempted to measure what AI’s proliferation might mean for energy demand. 💬 "Given the direction AI is headed—more #personalized, able to reason and solve complex problems on our behalf, and everywhere we look—it’s likely that our AI (carbon) #footprint today is the smallest it will ever be." #Translation: we will need an increasing amount of #energy going forward! 🌳 Could green energy alone satisfy this demand? What optimal energy mix should we rely on? 🤔 Challenge ahead? Opportunity to consider? The jury is out. Stay tuned for our incoming "White Paper" on this fascinating and intricate topic. 🔎 Meanwhile, the MIT Technology Review did the math on #AI’s energy footprint. Here’s the story you haven’t heard! ⬇️ https://lnkd.in/eHJh4F46