Nvidia executive says electricity barriers threaten America’s AI leadership

By Peter Behr | 11/14/2024 06:24 AM EST

The dominant chipmaker is warning that tech companies will go where electricity can be brought online quickly, whether that’s the U.S. or not.

Wind turbines with cyber computer overlay collage

Claudine Hellmuth/POLITICO (graphic); Willi Heidelbach/PxHere (turbines); metamorworks/istock (cyber overlay)

A top executive at artificial intelligence pioneer Nvidia warned Wednesday that the U.S. is poised to cede its leadership in the AI revolution because of how hard it is to add more electricity to the grid.

William Dally, the company’s chief scientist, told an AI conference that the immense amount of power needed to cool and operate data centers that run AI programs will continue to rise.

“They’re going to get built where people can stand up new electricity generation very quickly,” Dally said, referring to data centers. “That’s likely not going to be in the United States.”

Advertisement

“We have a very slow and deliberate process for doing things,” he said. “We’re unlikely to be able to create the energy needed to fuel this AI revolution domestically quickly enough to be the major player.”

GET FULL ACCESS