On our journey at Neuralwatt (we are likely the provider he's using as we are the one that does all the energy observability and reporting in our cloud and I'm the CTO there) we quickly discovered that there is a large disconnect between what is in the press (like the rest of the AI narrative very subject to worst case but possibly unlikley future extrapolation of current trends) and what we see on the ground. We actually spend most of our time focused on various way energy constraints (including maximizing tokens/joule while maintaining perf) manifest in current datacenters and provide better ways to get more tokens out of the energy that are already in these data centers or already available but hard to utilize on the grid. So its really a technical constraint problem <it>today</it> rather than an impact problem and I think the press narrative could be better about this.
Regarding total costs relative to the pure energy costs it is multiple orders of magnitude different but also realize in the datacenter the energy is the pure commodity while almost every other component has huge margins driven by lack of supply. I do think over time this might get closer together (more competition on HW might lower margins) while energy might become more of a bottle neck (raising the energy prices).
Regarding total costs relative to the pure energy costs it is multiple orders of magnitude different but also realize in the datacenter the energy is the pure commodity while almost every other component has huge margins driven by lack of supply. I do think over time this might get closer together (more competition on HW might lower margins) while energy might become more of a bottle neck (raising the energy prices).