There an interesting line of thinking i've heard (apologies, i forgot which podcast i heard it on), that states that forecasts of electric load growth due to AI are overblown wildly, since they are based on very recent data that only reflects the early-stage explosive growth, and neglects to consider eventual efficiencies that tend to get built into such activities.
Electrification of other more 'boring' areas like transport, heating/cooling etc are order of magnitude higher at least.
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