Today I saw an article from Quantum Bit, and I thought of a terrifying thing.
It seems that the future AI growth curve will have to be forcibly linked to the power increment curve...
NVIDIA's production capacity can increase by 50% in a year... but the growth of electricity in the U.S. is not 50% in a year.
So at this point, who will use the cards produced by NVIDIA? If there is no electricity, will people just buy them and stock them in warehouses?
