Is AI energy consumption a stable 24x7 kind of thing? Inference load obviously changes with consumer traffic, so it will have a daily rhythm. But do the large providers use the rest of the capacity for training? Or are those separate clusters?
If it's a stable 24x7 load it would be ideal for nuclear energy, low carbon, but slow to adapt to changes in demand.
If it's a stable 24x7 load it would be ideal for nuclear energy, low carbon, but slow to adapt to changes in demand.