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Elon Musk suggests that orbital computing may become necessary to scale AI by 2029 due to land-based power and permitting issues. Owen Lewis highlights this as an overlooked but crucial point.
TSMC's senior VP says energy efficiency is now the primary constraint in AI chip design, surpassing raw computing power. The shift is driving changes in transistor density, advanced packaging, and chip stacking to reduce power consumption.
The article argues that the physical power requirements for AGI are so immense that it may never be feasible, comparing the energy needs of a potential AGI system to the entire electricity consumption of a country like Japan.