Electricity Wars

A.I. News

Electricity Wars
NvidiaChip CompanyAI Computing
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I'm the former publisher Forbes (1998-2018) and its futurist and editor-at-large. I write the “Tech Connector” column for Forbes Asia, serve as host of the “Innovation Rules” video series for Forbes.com, and perform as a speaker and panel moderator at business and financial events around the world.

Last month, U.S. chip company Nvidia announced a new AI computing platform called Blackwell. Thought AI was moving fast? Blackwell will run 30 times faster than Nvidia ’s current best chip, said CEO Jensen Huang.

What changed? Two things. One was “transformer”—a new AI language model that emerged from Google Labs in 2017 and made today’s generative AI possible. Two is the sheer processing power of Nvidia’s chips. The new Blackwell chip has 208 billion transistors. Nvidia says Blackwell can support a 27 trillion parameter model, a gigantic leap in processing power from what’s available today.

Will anything stop AI’s acceleration? Governments will try, under the guise of safety and security, and will find eager partners in older companies afraid of disruption. But this story has played out many times throughout history. Progress inevitably finds its way. If progress can’t climb over a barrier, it will leap over, go around or tunnel under.One barrier won’t be so easy to defeat. It is electricity. AI consumes it, and vastly more than you might imagine. The world may soon run short.

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