WTF?! Arm's CEO has sounded a warning bell about the energy requirements needed to advance AI algorithms. He cautions that in a few years, "AI data centers" could require so much electricity that it could jeopardize the US power grid.
Why it matters: The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.