Emerald AI CEO Varun Sivaram explains real-world implementations of temporal workload shifting in computing infrastructure.
Prediction Not checkable as stated
AI token costs will asymptotically approach the fundamental cost of power
“I think the answer will increasingly become yes in the future as the cost of inference, the cost of token generation asymptotically approaches the cost of power, which is the only real operational expense input into the Into the cost of intelligence generation…”
Prediction Not checkable as stated
Sivaram: 50-100 GW of AI Data Centers Cannot Be Built Without Flexibility
“We've got 50 to a hundred gigawatts of latent AI demand in the pipeline. It's just not gonna get built unless you have this capability of flexibility.”
Prediction Not checkable as stated
Sivaram: AI data centers could consume 25% of US electricity by 2035
“Data centers, which today are about four percent of American energy consumption, AI data centers are about five gigawatts of load, grow to 12% by the end of the decade. AI data centers could be anywhere up to 50 or even more gigawatts, to 25% of American load …”
Insight
Mandating more than ten percent clean material procurement by 2030 will fail
“If we, if you try and make it a larger percentage of a supply chain from these enormous buyers early on in 2030, you'll fail. Because the technology simply cannot scale that quickly to meet extraordinary demand.”
Prediction Held up
Waste-oil aviation fuels cannot scale to meet double-digit jet fuel demand
“Today's generation is based on waste oils, fats, and greases. As you mentioned, Shale, they compete with food crops. They don't have great greenhouse gas reduction. Oh, and by the way, they don't scale. We're just, there's no way we're going to get to, you kno…”
Assertion Contradicted
Inflation Reduction Act erases green premiums across most heavy industrial sectors
“In all of our different sectors now, cement, steel maybe not aviation fuels entirely, in almost all of our sectors, it is now as inexpensive to build the clean alternative as it is the dirty one, thanks to the IRA.”