Intelligence Update
Gen AI power consumption surges higher faster
Uptime Intelligence published its first estimate on the global power needs of generative AI in March 2024 (see Generative AI and global power consumption: high, but not that high), and the infrastructure build-out to serve it was already unprecedented in scale and speed.
However, what has happened in the months since has exceeded all expectations, including Uptime Intelligence’s GPU shipment projections. Nvidia’s revenues exemplify this: the fabless silicon and systems vendor saw its data center business swell to more than $115 billion in its financial year ending January 26, 2025. To put that into perspective, Intel’s best year in data centers (2020) brought in $26 billion, when it had a hegemonic position in server processors.
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