The reason is prosaic—energy consumption. Clusters of thousands of GPUs burn electricity in such volumes that it threatens climate goals and the stability of national power grids. This is the first political alarm bell proving Larry Fink right (we analyzed his report earlier): extensive AI growth requires monstrous resources that society is no longer willing to surrender to corporations without oversight. If the bill passes, the cost of inference will skyrocket, and vendors will be forced to urgently transition to highly efficient chips (like the new NPUs from Rebellions or the AGI CPU from Arm).
Source: The Guardian
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