AI is eating power. The world can\u2019t feed it fast enough.<\/p>\n
The rapid evolution from chatbots to reasoning machines has sent global demand for computing into overdrive. Data centers are expanding at breakneck speed, and chipmakers like Nvidia are scrambling to keep up.<\/p>\n
\u201cIn just the last six months, demand for computing has gone up substantially,\u201d Nvidia CEO Jensen Huang told CNBC, adding that it\u2019s the question investors ask him most. Nvidia shares climbed 2% Wednesday as the company continues to anchor the world\u2019s AI expansion.<\/p>\n
China, meanwhile, is racing to outproduce the US, generating 10,000 terawatt hours of electricity<\/a> in 2024 \u2014 an edge that could reshape the global balance of power in the AI era.<\/p>\n Huang called this moment<\/a> \u201cthe beginning of a new buildout, a new industrial revolution,\u201d driven by the convergence of intelligent machines and the energy required to fuel them.<\/p>\n The demand is not just because AI reasoning models require massive amounts of computing power<\/a> but because their results are so spot-on, Huang said.<\/p>\n \u201cThe AIs are smart enough that everybody wants to use it,\u201d he noted. \u201cWe now have two exponentials happening at the same time.\u201d<\/p>\n Huang added that demand for Blackwell<\/a>, Nvidia\u2019s most advanced GPU, is very high. \u201cI think we\u2019re at the beginning of a new buildout, beginning of a new industrial revolution.\u201d\u00a0\u00a0<\/p>\n Last month, Nvidia announced a $100 billion investment<\/a> in OpenAI\u2019s massive data center expansion. The deal secures OpenAI as a customer of Nvidia, and it will leverage the company\u2019s most advanced chips as it plans to build 10 gigawatts of data centers.<\/p>\n Huang also stated that the US is \u201cnot far ahead\u201d of China in the AI race<\/a> and that the country needs a \u201cnuanced strategy\u201d to maintain its competitive edge. He noted that Beijing is moving much faster than the US in building out the power required to support AI.<\/p>\n While companies such as Nvidia with its Blackwell processor may give the US the edge in advanced chip designs, Chinese tech giant Huawei is upping the ante<\/a> with plans to launch new computing systems for its Ascend chips as soon as next year.<\/p>\n To meet demand and protect consumers from rising electricity prices, it will be necessary for the AI industry to build new power generation off the electric grid, the CEO said. At some point in the future, data centers should be outfitted with natural gas and then potentially nuclear power, Huang said.<\/p>\n Earlier this year, Nvidia revealed that it had hit <\/strong>a record Q4 revenue of $39.3 billion<\/strong><\/a>, with Huang noting the \u201camazing\u201d demand for Blackwell AI superchips.<\/strong><\/p>\n The post Nvidia\u2019s Huang: AI Demand Is Surging as China Races to Outproduce the US<\/a> appeared first on eWEEK<\/a>.<\/p>","protected":false},"excerpt":{"rendered":" AI is eating power. The world can\u2019t feed it fast enough. The rapid evolution from chatbots to reasoning machines has sent global demand for computing into overdrive. Data centers are expanding at breakneck speed, and chipmakers like Nvidia are scrambling to keep up. \u201cIn just the last six months, demand for computing has gone up […]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5262","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=\/wp\/v2\/posts\/5262"}],"collection":[{"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5262"}],"version-history":[{"count":0,"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=\/wp\/v2\/posts\/5262\/revisions"}],"wp:attachment":[{"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cybersecurityinfocus.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}The dawn of a new industrial revolution<\/h2>\n
The race to stay on top<\/h2>\n
All types of energy will be needed<\/h2>\n