> You then have massive hardware buildouts and improvements to stack + a ton of R&D + competition to squeeze the juice out of the current paradigm (there are 4 orders of magnitude of scaling left before we hit real bottlenecks)
This is a surprising claim. There's only 3 orders of magnitude between US data centre electricity consumption and worldwide primary energy (as in, not just electricity) production. Worldwide electricity supply is about 3/20ths of world primary energy, so without very rapid increases in electricity supply there's really only a little more than 2 orders of magnitude growth possible in compute.
Renewables are growing fast, but "fast" means "will approach 100% of current electricity demand by about 2032". Which trend is faster, growth of renewable electricity or growth of compute? Trick question, compute is always constrained by electricity supply, and renewable electricity is growing faster than anything else can right now.
But I forgot how old that article is: it’s 4 orders of magnitude past GPT-4 in terms of total compute which is I think only 3.5 orders of magnitude from where we are today (based on 4.4x scaling/yr)
This is a surprising claim. There's only 3 orders of magnitude between US data centre electricity consumption and worldwide primary energy (as in, not just electricity) production. Worldwide electricity supply is about 3/20ths of world primary energy, so without very rapid increases in electricity supply there's really only a little more than 2 orders of magnitude growth possible in compute.
Renewables are growing fast, but "fast" means "will approach 100% of current electricity demand by about 2032". Which trend is faster, growth of renewable electricity or growth of compute? Trick question, compute is always constrained by electricity supply, and renewable electricity is growing faster than anything else can right now.