Been having a fun chat today with @Shaughnessy119 on the energy requirements and constraints of AI and potential impacts on the timeline for AGI/ASI My eyes were opened earlier in the week when I met with a friend who builds large scale data centers and said the power delivery for new builds is 2028-2030 - that's a crazy long time in the world of AI So it makes you really wonder, how tf do we continue the pace of AI innovation or even just keep up with China given the energy constraints? Tommy did some good research and the numbers are mind-boggling: GPT-3 used an estimated 1.3 GWh of energy to train GPT-4 used an estimated 50-60 GWh to train To train an AGI model, it may take 600,000+ GWh! To put that in perspective, that's about 22% of the entire annual electricity generation of the U.S. Of course, these are just estimates and doesn't factor in any major innovations in energy production but it does offer us a huge reality check on 1) what it could take, and 2) the implications on the timelines to reach AGI given you can't just provision 600,000 GWh of new energy anytime soon This seems to be a very under-appreciated and under-talked about dimension to the AI race Going to continue to deep dive on this more, probably worthy of a more in-depth report