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Computing and energy are now each other's most important input and most important customer — and the feedback loop between them is the structural reality that makes these two transitions a single system.
Training a single large AI model now consumes as much electricity as a small city uses in a year. Data centres are projected to consume 6–9% of total U.S. electricity generation by 2030. Meanwhile, the energy transition itself requires computing: optimising a continental grid with intermittent renewables and distributed storage is a computational problem that could not have been attempted before modern machine learning. Understanding either transition in isolation produces a distorted picture.
