Data centers running large numbers of AI chips will obviously run them as many hours as possible, as they are rapidly depreciating and expensive assets. Hence, each H100 will require an increase in peak powergrid capacity, meaning new power plants.
My comment here explains how the US could free up greater than 20% of current electricity generation for AI, and my comment here explains how the US could produce more than 20% extra electricity with current power plants. Yes, duty cycle is an issue, but backup generators (e.g. at hospitals) could come on during peak demand if the price is high enough to ensure that the chips could run continuously.
My comment here explains how the US could free up greater than 20% of current electricity generation for AI, and my comment here explains how the US could produce more than 20% extra electricity with current power plants. Yes, duty cycle is an issue, but backup generators (e.g. at hospitals) could come on during peak demand if the price is high enough to ensure that the chips could run continuously.