Nvidia CEO Says Energy Is Now the Main Limit for AI Points to a Nuclear Path
Nvidia CEO Jensen Huang stated that the main limitation for AI growth is energy, not chips. He suggested that large tech firms might use small nuclear units near data hubs within six to seven years to address power demands. This approach could alleviate grid strain and provide excess power to local areas. Nvidia's stock slightly declined, closing at $182.41.
Nvidia (NVDA) chief Jensen Huang said on a recent show with host Joe Rogan that the main limit for new AI growth is not chips. Instead, he said the main limit is power. He added that large tech firms may run small nuclear units near data hubs in six to seven years.
TipRanks Cyber Monday Sale
- Claim 60% off TipRanks Premium for data-backed insights and research tools you need to invest with confidence.
- Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off
At first he spoke about the fast rise in power use from new AI tools. Then he said the grid will not keep up with this rise. He said that firms may run compact plants on site that can feed steady power at high scale. He said this shift may help ease strain on local lines. He also said that extra power could move back to towns when it is not in use.
Meanwhile, Huang's own company, Nvidia, dropped slightly on Friday, closing at $182.41.
