"Huang dropped a figure that should be bookmarked by anyone holding energy or tech stocks. He stated that the compute required for agentic AI will rise at least 1,000% compared to generative AI - in just two years. Generative AI is reactive. You type a prompt, the model burns through tokens, you get an answer, and the GPU cools down. Agentic AI is another animal entirely. Agents read, plan, call tools, write code, query databases, and verify their own work - stringing those steps together for minutes or hours at a time, often without any human in the loop."
"Each cycle consumes more compute than a dozen chatbot replies. Huang's vision is 10 billion digital AI agents working alongside human employees. "The entire manufacturing line will be operated by robots, managed by more robots, and the entire factory is a robot," he told CNBC's Jon Fortt. That is not a modest prediction. And it has a power bill attached."
"According to a Business Council of Sustainable Energy report, U.S. data centers now draw approximately 41 gigawatts of power - a 150% increase over five years. The Lawrence Berkeley National Laboratory projects that figure rises to between 325 and 580 terawatt-hours (TWh) by 2028, representing up to 12% of total U.S. electricity consumption."
U.S. electricity demand has historically grown slowly, but data centers and AI have accelerated consumption. Nvidia CEO Jensen Huang projected that compute needed for agentic AI will increase at least 1,000% compared with generative AI within two years. Generative AI responds to prompts and runs for short periods, while agentic AI performs multi-step tasks such as reading, planning, calling tools, writing code, querying databases, and verifying results over minutes or hours, often without human involvement. Data centers already consume about 41 gigawatts of power, and projections indicate substantial growth by 2028, potentially reaching up to 12% of total U.S. electricity consumption. The scale of agentic AI could further strain the grid and raise costs.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]