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Bill's avatar

Somewhat weirdly, I do think that massively cheaper AI will give us a reduction in energy. Use. The reason is that although energy use for AI will undoubtedly go up, one of the applications of AI will be to reduce energy use everywhere else. And my guess is that the improvement in efficiency from applying AI to the rest of the economy will outweigh the increase in energy use on AI itself.

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voltstlov's avatar

ngl I feel like Deepseek catalyst will in the short/medium run further incentivize tech firms to try and build out AI infrastructure (energy mainly) as fast as possible, which in the US means natural gas generators. There’s a reason why XOM/CVX have seemingly decided to reallocate some attention to nat gas generator build out. The worst case scenario is happening as we speak. Yes, tech firms will sign agreements to purchase power from renewable energy projects (which will take years to get running) and in the meantime compete for available 24/7 sources (fossil fuels). Great read nonetheless!!

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