The Ledger
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Belady: Chip efficiency gains increase total power demand via Jevons Paradox
“In fact, getting it very efficient may actually drive more use of it to where it'll increase and not decrease. And so I think there's a much broader view you have to take when someone says something's more efficient, it's, and they say it's going to solve all …”
Belady: AI power demand is purely additive, unlike cloud efficiency migrations
“So now what you see is AI coming along and that's like a completely new application and it's a massive application. So now that's just stacking on top of this other transition of, as things move from enterprise Into the cloud. And now your stack on top of that…”
Belady: Speed of light latency forces AI into massive, centralized data centers
“I think, and again, this is probably beyond my scope, but I think it really has to do with the size of the models and the latency, right? It takes too much time for light to travel larger distances, as hard as that is to believe. And so they tend to concentrat…”