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Ep. 169 - AI’s Impact on Datacenter Power

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Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The power required to fuel the wave of generative AI use could be massive, but there are many factors that will determine when the crest of that demand will arrive. Analysts Leika Kawasaki and Dan Thompson join host Eric Hanselman to look at recent research in current demand profiles and discuss where it’s headed. The demand for AI infrastructure is here today, but additional datacenter capacity takes years to build. Feeding AI hunger has become a supply chain problem. It’s demand that can reach 92 MW and will certainly go higher, when the full force of AI requirements are evaluated.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 421337099 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The power required to fuel the wave of generative AI use could be massive, but there are many factors that will determine when the crest of that demand will arrive. Analysts Leika Kawasaki and Dan Thompson join host Eric Hanselman to look at recent research in current demand profiles and discuss where it’s headed. The demand for AI infrastructure is here today, but additional datacenter capacity takes years to build. Feeding AI hunger has become a supply chain problem. It’s demand that can reach 92 MW and will certainly go higher, when the full force of AI requirements are evaluated.

  continue reading

101 episodes

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