AI Is Using So Much Energy That Computing Firepower Is Running Out
wsj.com
wsj.com
The headline talks about Energy, but nowhere in the article is it mentioned. It seems it's more about lack of compute vs demand. And perhaps the inefficiency of tokens in agentic use cases.
There is a quote about limited DC buildout due to power constraints, but that's a "future" problem v. what the article appears to describe as a "now" problem.
> J.J. Kardwell, chief executive of Vultr, a cloud infrastructure company. “The question is, why don’t we just deploy more gear? The lead times are too long. Data center build times are long, the power that’s available through 2026 is already all spoken for.”