The US is racing ahead in artificial intelligence, but its biggest obstacle is more than chips, rare earths, or talent - it's electricity, according to a new report from Goldman Sachs. The US power grid is already straining under the surge of data centers fueling AI models, with these massive facilities now accounting for about 6% of total US electricity demand.
I don't think it is a matter of 'if,' it is simply a matter of 'when.' The electrical grid, as we know it, is only about 120 years old. And it is scattered in such a way that local or regional brownouts or total failures are happening too often.