AI energy demand
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Garth Sheldon-Coulson · across every show →
Everything said about AI energy demand, oldest first
May 28, 2026 bullish
Bulk of AI energy consumption will power long-running background processes
“There's a whole class of like super latency sensitive applications where you wouldn't want to use us. But that's not where the bulk of energy will be going. The bulk of energy will be going to very long running processes that are churning, churning, churning t…”