The rapid advancement of artificial intelligence (AI) has ignited a silent battle between tech giants and the power grid. As AI models grow increasingly complex, their energy demands have skyrocketed, straining existing infrastructure and raising concerns about future power supply. AI's Insatiable Appetite: A Power Struggle A Perfect Storm Brewing The recent decision by the Federal Energy Regulatory Commission (FERC) to reject Amazon's proposal to directly source power from Talen Energy's Susquehanna nuclear plant has highlighted the growing tension between the tech industry's insatiable appetite for energy and the limitations of traditional power infrastructure. This move, as analyst Julien Dumoulin-Smith of Jefferies LLC pointed out, has effectively put a halt to behind-the-meter deals, where tech companies directly tap into power plants without relying on the grid. A Double-Edged Sword While nuclear power offers a carbon-free solution to meet the surging e...
