Super article Andy. Interesting how AI will drive energy consumption but I also wonder about the eventual energy impact of quantum computing entering the space. My bigger point is while energy demand will drive investments in energy production, I remain concerned about the ability to get the energy from the point of production to the point of consumption. Innovations and investments will need to be made to maximize throughput on existing energy corridors. As EIP knows, this is an area ripe for growth to feed our nations desire for all uses of energy, not just computing. I'm glad that at least the "big data guys" are considering this but demand growth will include many other actors that may not have the same low energy cost hurdle as data centers.
Super article Andy. Interesting how AI will drive energy consumption but I also wonder about the eventual energy impact of quantum computing entering the space. My bigger point is while energy demand will drive investments in energy production, I remain concerned about the ability to get the energy from the point of production to the point of consumption. Innovations and investments will need to be made to maximize throughput on existing energy corridors. As EIP knows, this is an area ripe for growth to feed our nations desire for all uses of energy, not just computing. I'm glad that at least the "big data guys" are considering this but demand growth will include many other actors that may not have the same low energy cost hurdle as data centers.