@noellemitchell

No wonder #KochNetwork and the Saudis are investing so heavily in AI; it's a strategy to keep the globe addicted to fossil fuels.
https://qz.com/saudi-arabia-ai-public-investment-fun-1851350604

https://www.arabnews.com/node/2572046/saudi-arabia

https://www.businessinsider.com/saudi-arabia-ai-groq-a16z-vision-2030-mbs-2024-9

https://www.bloomberg.com/news/articles/2024-09-16/chip-startup-groq-backs-saudi-ai-ambitions-with-aramco-deal

https://www.cnbc.com/2024/09/13/saudi-arabia-expects-to-get-advanced-nvidia-chips-within-next-year.html

https://www.bloomberg.com/news/articles/2024-05-07/saudi-ai-fund-would-divest-from-china-tech-if-us-asked-ceo-says

https://www.politico.com/news/2024/01/25/conservatives-prepare-attack-on-bidens-ai-order-00137935

https://news.kochinc.com/news/2022/koch-invests-koch-backs-celestial-ai-s-work-to-acc

https://www.bizjournals.com/wichita/inno/stories/news/2024/02/20/koch-industries-artificial-intelligence-jobs-ai.html

@Npars01 @noellemitchell Sorry, that does not track with what the hyperscalars are actually doing. Training runs need high continuous base load and even coal doesn’t do that well.

In reality, GenAI requirements are turbocharging the drive to carbon-free nuclear

https://www.datacenterfrontier.com/cloud/article/55139736/oracle-hits-every-major-cloud-via-aws-reveals-plans-for-gigawatt-triple-smr-data-center

@dragonsidedd @Npars01 @noellemitchell nuclear is slow to build. Gas is what’s being built, because their return on investment works on the scales of political cycles a industry can support.

And your argument for continuous loads is partially false. Training runs for the mega-models do last for months, but between runs there is great variability. And that’s where gas shines.

https://www.powermag.com/industry-exec-data-centers-will-drive-demand-for-natural-gas/