According to CNBC,DellTHE TECHNOLOGY CEO MICHAEL DALE SAID IN AN INTERVIEW THE FOLLOWING DAY THATAI"extremely strong" needs, but in the futureData CenterThe number of constructions is likely to be “too much”。
ACCORDING TO MICHAEL DALE, AS THE BIG LANGUAGE MODEL EVOLVES INTO A MULTI-MODULAR, MULTI-INTELLECTUAL SYSTEM, THE MARKET DEMAND FOR AI PROCESSING CAPACITY CONTINUES TO RISE. DALE TECH'S SERVER NETWORK BUSINESS GREW BY 58% IN THE LAST YEAR AND BY THE SAME TIME IN THE LAST QUARTER IT INCREASED BY 69%。
Currently, the company ' s AI server carries the British Blackwell Ultra chip, with clients including CoreWeave and the XAI of Elon Mask。
BUT MICHAEL DALE ALSO STRESSED THAT POWER SUPPLY HAS BECOME A KEY CONSTRAINT TO THE EXPANSION OF AI DATA CENTRES. “MANY CUSTOMERS WILL TELL US NOT TO DELIVER THE SERVERS IN ADVANCE BECAUSE THEIR ROOMS DO NOT HAVE ENOUGH POWER. I'M SORRY
He mentioned that in September, OpenAI and Inweida announced a partnership to build at least 10 giva data centres, equivalent to about 8 million American households per year。
AT PRESENT, A MULTI-BILLION-DOLLAR AI DATA CENTRE INVESTMENT PLAN HAS BEEN ANNOUNCED BY TECHNOLOGY GIANTS SUCH AS MICROSOFT, GOOGLE AND AMAZON。
The U.S. Energy Information Agency predicts that the U.S. grid will add 63 Giva to its power capacity by 2025, while OpenAI and the UK project alone will occupy nearly 161 TP3T。
michael dale summed up that: "if we are to generate trillions of tokens to boost economic development, we have to rely on enormous computing and energy. i'm sorry
IT IS WORTH NOTING THAT YOUNG WEIDA CEO WONG IN-HOON ALSO SPOKE ABOUT THIS ISSUE IN AN INTERVIEW WITH CNBC。
IN HIS VIEW, THE AI DATA CENTRE SHOULD BUILD A COMBINATION OF OFF-GRID CAPACITY TO "FACILITATE MORE QUICKLY TO MEET THE NEEDS OF AI ' S COMPUTING POWER FOR ELECTRICITY WITHOUT AFFECTING THE USE OF ELECTRICITY BY THE GENERAL POPULATION " 。