[PGR88]

The newest Nvidia platform, Blackwell, uses 25 TIMES less power than its H100 chips.

And so they will sell 100 times more of them

Jevon's Paradox - efficiencies in cost and energy usage actually drive an even-greater increase in demand.

[RoosterRedux]

Of course, I can't envision what's going to happen re: this matter, but I think that, in the next 10-15 years, power is going to be a big issue.

Though it is not being discussed in public, I know for a fact that an important topic of discussion is the development of nuclear power plants on or near big data centers.