Part 3/8:
One major aspect Zion focuses on is the physical limitations around AI, particularly the manufacturing of high-performance chips—specifically graphics processing units (GPUs). Originally designed for simultaneous tasks relating to gaming, GPUs are crucial for large language models. Zion points out a staggering increase in electricity demand as data centers grow in number and size, expecting a doubling of electric consumption in just a few years due to heat and computational needs.