this post was submitted on 11 Oct 2025
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You're comparing mountains to molehills. That's before you consider improvements in storage and compression relative to demands for space, or the degree to which our storage capacity "needs" are predicated on the voracious appetite of AI models and their unwanted output. Or, for that matter, the inefficient distribution of data and proliferation of spam data that predates it.
Most US Growth Now Rides on AI—And Economists Suspect a Bubble
The expansion in demand is entirely being driven by the expansion in AI capacity.
That article doesn't say what you imply it does. Companies may be using ChatGPT to grow, but that doesn't mean they are training AIs.
And the distinction is critical to energy usage. Training a new AI uses a lot of energy. Querying an existing AI uses far less.
It's the MAG7 that's driving growth. And they're all fixated on training AI in some capacity
It costs $5 for each 10s video generation, based on Azure's published rates for the first Sora model.
That's presumably a lot of energy.
The MAG7 operate large and growing cloud services, so their datacenter costs would grow even without any AI training.
And charging $5 for a video query does not mean the query uses $5 of energy. The query is priced to recoup training costs that were already incurred.