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“By the end of the decade, AI data centers could consume as much as 20% to 25% of U.S. power requirements. Today that’s probably 4% or less.” - Rene Haas, CEO of Arm Holdings In this episode of the Art of Supply podcast, Kelly Barner takes an honest look at the very real problem of AI-driven energy consumption, its short-term trajectory, and what we can do about it. https://lnkd.in/gee9Fu69 #artofsupply #supplychain #AI #AIdatacenters #energyconsumption

Thank you, Andrew Wilkinson & @IBKR, for having @neilazous, Founder & CIO @rareviewcapital, on your podcast ahead of the #federalreserve meeting. We covered many topics: #fomc preview, #1 discussion regarding #assetallocation & #portfolioconstruction, and a new investment idea. Louis Noschese Michael Sedacca Kevin Slattery #interestrates #biotech #ai

#SamAltman, CEO of #OpenAI, on the Lex Fridman Podcast , shared invaluable insights into the future of artificial intelligence, highlighting compute as the future's most valuable commodity, and emphasizing the transformative potential of #AI models like #GPT5 and #Sora. Altman's vision portrays a future where AI and compute power are ubiquitous, necessitating advancements in energy, especially nuclear fusion, to meet these growing demands. His discussion extends into the iterative journey of AI development at OpenAI, showcasing a commitment to open, iterative improvements that promise to revolutionize various domains. The dialogue also ventured into the complexities of managing a leading AI research organization, underscored by the OpenAI board saga, which reveals the nuanced challenges of governance, power dynamics, and decision-making. This narrative serves as a compelling reminder of the necessity for robust, transparent governance structures to navigate the high-stakes environment of AI development ethically and responsibly. Moreover, Altman placed a strong emphasis on AI safety and governance, advocating for a mature, considered approach to AI development that aligns with societal values and contributes positively to human well-being. https://lnkd.in/dUAYwQNk #Compute #LLM #AISafety #FutureofAI

Found this conversation between Sam Altman and Lex Friedman [on his podcast] quite interesting. Sam touched on the idea of compensating data creators for valuable data, drawing parallels to the evolution of music consumption from CDs to streaming platforms like Spotify [data is going to be the king in the future - structured or unstructured, clean, labeled?]. He also emphasized the growing significance of compute power as a valuable commodity in the future, akin to gold. Another topic was the exponential growth in memory and context requirements for AI models like ChatGPT, envisioning an AI that learns and retains memories over time. With the compute and hence energy so important, he proposed nuclear fusion as a solution to the energy demands of advanced computing. Also liked Altman's preference for ad-free AI model. [But is anything free?] https://lnkd.in/g4CVQqB6

"To solve energy transition, we've got to do it all; • AI • Data • Sustainability • Finance • Engineering, Construction and Mobility Transformation and the only way to accomplish all this is through Digital Technology" Listen to this podcast on how AI is answering the call of sustainability! The Energy Podcast from Shell https://lnkd.in/enHvw7SE #theenergypodcast #shell #energy #ai #sustainability #digitaltechnology

There's a compelling #AI use case for nearly every piece of a utility's operations. But where does AI have the greatest potential to transform the energy sector? Sadia Raveendran joins industry leaders on The Carbon Copy podcast to explore. Listen now: https://okt.to/ImqlVi #CleanEnergyTechnology

"AI needs energy and energy needs AI". Dr Sultan Al Jaber speaks with Microsoft's Brad Smith on the 'Tools and Weapons' podcast about how the energy consumption of data centers will double by 2030. AI is the challenge and the solution for the energy system of tomorrow. #EnergyForAI #AIForEnergy

The way to go - the revolution is coming. #EnergyForAI #AIForEnergy

Great discussion on the role of AI in the Energy Transition space

What do I bring to you from #VivaTech 2024?  💡 A few fresh insights from the panel decrypting whether AI can help us speed the energy transition: between business, research institution and intergovernmental organization, we actually agreed that there are areas where the progress towards a more sustainable world will only be possible with AI, with an ✳asterisk that we should not only use gen AI but also more frugal AI techniques, that perform very well and use less energy! Thank you Claire Monteleoni, Director of Research at Inria, Thomas Spencer, Senior Analyst at International Energy Agency (IEA), Hiroshi Matsuda, Chief Regional Officer at Mitsubishi Electric, and our host Jeremy Kahn, AI Editor at Fortune, for a very data-driven discussion that brought actual AI opportunities and challenges to the attention of the wider audience of Viva Technology. 📢 The announcement of our ⚡𝗔𝗜 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲⚡ podcast, that I open with the first episode on: 🔹 the why, when and how to use AI, 🔹 the three pillars of AI supporting energy transition, 🔹 plus, how it corresponds with ROI and business value. ☕🎧 Discover the first episode here and on your favorite platform: https://lnkd.in/eiYWjtXT ✍ Let me know your impressions on how 𝗔𝗜 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 sounds to you? #AIAtScale #podcast #AIForSustainability #AIInsights #EnergyTransition #ImpactMakers