THE ENERGY INTERVIEW
“The opportunity for the technology industry is to treat energy as a co-design challenge, not a cost to be procured”
Marc Spieler Senior Managing Director for the Global Energy Industry NVIDIA the sheer scale of electricity demand that AI infrastructure is creating.
“ The buildout of AI infrastructure alone represents the largest infrastructure investment in history,” he says,“ layered on top of already accelerating electricity needs from transportation electrification, heating and population growth.”
In many regions, grid interconnection queues now stretch for years, and new generation capacity is not coming online fast enough to keep pace.