AI Exchanges: Where Will the Power Come From?

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• 00:04

  Welcome to Goldman Sachs Exchanges.

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  I'm Alison Nathan and I'm here with George Lee, the co-head of our Goldman Sachs Global Institute.

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  Together we're co-hosting a series of episodes exploring the rise of AI and everything it could mean for companies,

• 00:18

  investors and economies.

• 00:23

  George, good to see you again.

• 00:24

  Great to be here, Alison.

• 00:25

  George,

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  I'm very excited for this conversation

• 00:28

  because today we're going to discuss one of the biggest questions about the rise of A.I.

• 00:33

  Where will the power come from?

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  We know that it consumes enormous amounts of power.

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  That's come up in a lot of our conversations.

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  And in the first episode of the series,

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  I think you said it may be one of the biggest constraints to the growth and development of A.I.

• 00:49

  Let's dig deeper into that.

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  Tell us why that is.

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  There's a temptation to think about AI as this sort of ephemeral phenomenon,

• 00:56

  the great chatbot in the sky.

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  The reality is this is one of the most physical technology infrastructures ever built.

• 01:04

  Vast data centers filled with racks of servers and GPUs and other gear.

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