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作成日:
2025/11/04 20:42
更新日:
2025/12/07 22:44
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1. Tech companies like OpenAI and Microsoft are facing challenges in securing enough power for AI deployment, as demand for computational resources outpaces the construction of power plants and data centers. - CEOs Sam Altman and Satya Nadella acknowledge this issue. 2. The lack of adequate power infrastructure could lead to wasted investments in unused chips and idle power plants, if AI becomes more efficient or demand does not grow as expected. - This is a potential risk for companies that have signed long-term energy contracts. 3. To address the growing energy demands of AI, tech companies are investing in renewable energy sources like solar and nuclear energy. However, these technologies also take time to deploy and may struggle to keep pace with rapidly changing demand patterns. - Sam Altman seems optimistic that the increased efficiency of AI will actually increase overall demand for computational resources (Jevons Paradox).
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2025-11-04
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