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AI is both a new threat and a new solution at the UN climate conference

Nov 24, 2024 - businessinsider.com
The rapid development of AI is threatening global net zero goals due to its high energy consumption. Tech giants are investing in nuclear power plants to fuel AI data centers, with Silicon Valley investors focusing on nuclear fusion, a technique that could generate more energy than fission with fewer emissions and less waste. However, building a reliable network of power plants requires significant investment and government support. In the short term, tech companies may resort to fossil fuels to meet their energy needs, raising concerns about their commitment to clean energy.

The surge in energy use for AI data centers has put the tech industry's clean energy commitments under scrutiny. Data centers, currently powered by a mix of natural gas, coal, and renewable energy sources, are expected to rise from 3-4% of US power demands to 11-20% by 2030. Despite this, AI leaders believe the intelligence revolution will lead to an energy revolution, with Nvidia CEO Jensen Huang stating that using energy for intelligence is the best use of energy we can imagine.

Key takeaways:

  • AI requires massive amounts of energy, leading to a surge in tech companies investing in nuclear power plants to fuel AI data centers, as nuclear energy is considered cleaner and more reliable than other sources.
  • Despite the potential of nuclear energy, building a reliable network of power plants is a long-term goal requiring significant investment and government support, with only 54 nuclear power plants currently operating in the U.S. as of August 2023.
  • In the short-term, tech giants may rely on fossil fuels to meet their energy needs, raising concerns about their clean energy commitments.
  • AI data centers' energy use is expected to rise from 3-4% of U.S. power demands to 11-20% by 2030, but AI leaders hope this will lead to an energy revolution, with Nvidia CEO Jensen Huang stating that using energy for intelligence is the best use of energy.
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