chip efficiency
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by Brian Janous · across every show →
Everything said about chip efficiency, oldest first
Jun 13, 2024 bearish
Janus: Chip efficiency gains will not reduce AI data center power demand
“If let's say Meta, for instance, finds a piece of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt da…”