The Next AI Investment Story: Power
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 16 September 2024
⏱️ 29 minutes
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| 0:00.0 | Chatbots sure are thirsty, you're listening to Motley Full Money. I'm Ricky Mulvey joined today by Osset Sharma. |
| 0:24.0 | Osset, how's your weekend? |
| 0:25.0 | It was long and not long enough. |
| 0:28.0 | Aren't all weekends like that, Ricky. |
| 0:30.0 | I really like getting topic suggestions from listeners, giving us something to talk about on the show and one of our listeners |
| 0:37.0 | Pervine wrote into us recommending that we chat about the massive power demand and grid strain that's coming from these AI companies. |
| 0:47.0 | And this is apropos since last week Jensen Wong and Sam Altman met senior White House officials to discuss infrastructure needs for AI projects. |
| 0:57.7 | And Assad, that means POWA. |
| 1:00.0 | Setting the table, just so we get a baseline understanding, |
| 1:03.3 | is that according to a Goldman Sachs report, |
| 1:06.2 | a chat sheet BT query needs 10X the amount of electricity |
| 1:11.4 | that a Google search does. |
| 1:14.0 | First question, Osset, why are these AI systems so thirsty? |
| 1:18.0 | Hey Ricky, first I want to say that I used much less energy |
| 1:21.2 | to answer this question than you probably did because I think you told me you consulted |
| 1:24.7 | chat TPT on this question so you generated some energy. Think about a Google search when you or I type something into that Google search bar. |
| 1:34.9 | We're basically, yeah, we're using some computation, we're sending some algorithms into action, |
| 1:41.2 | but basically what we're doing is consulting this index of knowledge. |
| 1:45.8 | And while that's a little power hungry, it's nothing like the experience of you asking |
| 1:50.8 | Chappetia questions. |
| 1:52.4 | So what's going on there? |
| 1:54.0 | We've all heard that large language models |
... |
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