Google is aggressively expanding its AI infrastructure, with directives to double serving capacity every six months to meet surging demand, projecting a 1,000-fold increase in compute needs over four to five years. This outpaces Moore's Law, involves massive investments, and faces power and supply chain challenges, amid competition from Microsoft and Amazon.
Meta Platforms is entering the wholesale electricity trading market to secure power for its AI data centers amid surging energy demands projected to double by 2030. This move aims to hedge volatility, spur clean energy development, and reshape markets, though it faces regulatory risks and equity concerns.
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