Sina Technology News Beijing time, May 13 afternoon news. Meta co-founder and CEO Mark Zuckerberg recently said in an exclusive interview with Youtube podcast author Dwarkesh Patel that the AI chip shortage problem that has plagued the industry for a long time has basically ended. But Energy supply issues will become the next major bottleneck.
Zuckerberg said that as the AI GPU shortage problem comes to an end, companies will be unable to help but invest a lot of money in building something, such as data centers.
But before capital becomes an issue, the industry will face energy constraints.
To support this view, Zuckerberg said that many new data centers are consuming 50 megawatts to 100 megawatts of power. Among them, particularly large data centers even reach 150 megawatts.
Based on this development trend, it seems to be only a matter of time before data centers consume 300 megawatts or 500 megawatts. Or even 1,000 megawatts of power.
In this regard, Zuckerberg asked: How long can this exponential AI training and energy curve last? This issue has brought energy production into the spotlight.
Zuckerberg emphasized that energy production may soon become an investment hot spot.
But building a new power station is no simple task.
Take into account regulations (especially for nuclear power), transmission line planning and construction. It can take many years from the time a plan is drawn up to delivering power to the grid.
It has been reported before that many companies are consuming large amounts of electricity.
Meanwhile, U.S. states are trying to reduce their reliance on fossil fuel power generation, making attracting key businesses while ensuring their energy supplies a tightrope walk.
Making things more complicated is the relationship between supply and demand. This will affect consumer prices and supply.
Looking ahead. Flexibility appears to be the key to solving this problem.
For example. Utilizing various energy sources such as solar and wind power; using batteries for peak management; using nuclear power where available; and pragmatically using fossil fuel resources as needed, etc.
There are reports that Meta is working with a Georgia-based solar developer called Silicon Ranch to help power its data centers.
Zuckerberg: There will no longer be a shortage of AI chips, but there will be a bottleneck in power supply
Sina Technology News Beijing time on the afternoon of May 13th, Meta co-founder and CEO Mark Zuckerberg recently said in an exclusive interview with Youtube podcast author Dwarkesh Patel that the AI chip shortage that has plagued the industry for a long time has basically ended, but Energy supply issues will become the next major bottleneck
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