The conversation surrounding the growth of artificial intelligence (AI) often emphasizes advancements in large language models (LLMs) and data capabilities. Investors frequently track things like GPU sales, noting growth like Meta's commitment to acquiring 350,000 H100 GPUs from Nvidia by year-end, surpassing Nvidia GPUs purchased by Microsoft, Google and Amazon combined over the same time period. While these metrics provide a snapshot of short-term developments (within the next year), the mid-term (next three years) and long-term (next five years) perspectives reveal a more critical challenge: securing adequate electrical power to sustain AI's future growth.
In this Forbes article, I discuss how as AI continues to grow, ensuring sufficient electrical power remains a critical issue. While technological advancements in AI and GPU production are notable, the focus must also include substantial investments in renewable energy and grid modernization to support the AI-driven future.
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