AI’s power problem has a green solution

Artificial intelligence (AI) continues to reshape the global economy at an immense speed. Its influence is not just restricted to software as it relies on physical infrastructure for computing, data, and power. Estimates suggest that $5.2tn in capex is needed to support global AI workloads, with forecasts predicting that worldwide energy consumption could increase by over 40% over the next decade. The economics of power generation are shifting toward renewables. Analysts say AI firms may need about $2tn a year to build the compute infrastructure they’ll require, at a scale that only works if...