Dona Ferentes
A little bit OC⚡DC
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Executive director at the National Center for Energy Analytics, Mark Mills says the AI revolution is on track to add more net new energy demand per year than either manufacturing or the American car industry.
He says $US1 billion worth of new cars needs about $US200 million of energy purchases over the life of those cars. Compare that with semiconductor manufacturing, where every $US1 billion spent on new computer chip plants leads to $US300 million in energy purchases over a decade.
And that is just for semiconductor chip manufacturing. It does not include demand for energy from the data centres that house chips. Or the energy for the cloud powering the AI boom.
He says $US1 billion worth of new cars needs about $US200 million of energy purchases over the life of those cars. Compare that with semiconductor manufacturing, where every $US1 billion spent on new computer chip plants leads to $US300 million in energy purchases over a decade.
And that is just for semiconductor chip manufacturing. It does not include demand for energy from the data centres that house chips. Or the energy for the cloud powering the AI boom.