2024-06-25 09:47:34 ET
Summary
- As Nvidia, AMD, and soon Intel start to roll out their next generation of AI accelerators, the focus is now shifting towards power consumption per chip.
- Morgan Stanley is estimating global data center power use will triple this year, from ~15 TWh in 2023 to ~46 TWh in 2024.
- The IEA is projecting global electricity demand from AI, data centers, and crypto to rise to 800 TWh in 2026 in its base case scenario.
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For further details see:
AI Power Consumption: Rapidly Becoming Mission-Critical