And most of that new capacity will be natural gas. That increase would basically whipe out the reduction in CO2 emissions the USA has had since 2018.
> And most of that new capacity will be natural gas. That increase would basically whipe out the reduction in CO2 emissions the USA has had since 2018.
Emissions in 2018 were ~5250M metric ton and in 2024 it was 4750M. That is a reduction of 10% total emissions. Without going into calculations of green electricity and such, its still safe to say AI using 10% of the grid would not completely wipe out the reduction.
[0]: https://www.statista.com/statistics/183943/us-carbon-dioxide...
Transportation, especially ALL transportation, does a LOT. You're looking for ROI not the absolute values. I think it's undeniable that the positive economic effect of every car, truck, train, and plane is unfathomably huge. That's trains moving minerals, planes moving people, trucks transporting goods, and hundreds of combinations thereof, all interconnected. Literally no economic activity would happen without transportation, including the transition to green energy sources, of which would improve the emissions from transportation.
I think it might be more emissions-efficient at generating value than AI by a factor exceeding the 7.5x energy use. Moving rocks from (place with rocks) to (place that needs rocks) continues to be just an insanely good thing for humanity.
Also, I'm not sure about your math. 4% would be 4% of the whole like in a pie chart, not 4% of the remainder after removing one slice. 4% AI, 30% transportation, 66% other. I don't know where that 40% is from.
40% is for energy use in the US in the form of electricity. It was a rough number that I pulled from my memory. It is roughly right though. Check https://www.eia.gov/energyexplained/us-energy-facts/
AI is not currently 4% of the energy market of the US. Only the grid. I should have been more clear about the ALL ENERGY vs GRID distinction.
> I think it might be more emissions-efficient at generating value than AI by a factor exceeding the 7.5x energy use. Moving rocks from (place with rocks) to (place that needs rocks) continues to be just an insanely good thing for humanity.
I really made no statement on the value of doing things. Transportation is obviously very valuable. I just wanted a more fact based conversation.
I don't follow. The comparison is 30% of energy use for transportation vs 4% for AI, and soon 30% for transportation vs 10% for AI.
And that leaves a 6:1 ratio assuming projections run true. It very well might be possible to get efficiency wins from the transportation sector that outweigh growth in AI.
Of course nearly all of that growth is going to be AI
But yeah, there's way worse industries out there when it comes to climate change impact.
Ai buzz and now we are building giga factories. It stands for gigawatt usage, no less target.
It is, of course, because it barely uses any energy.