In the short term perhaps, but even without carbon pricing the raw electricity prices will probably tamp down the enthusiasm. At someone point it’ll become cool

In the short term perhaps, but even without carbon pricing the raw electricity prices will probably tamp down the enthusiasm. At someone point it’ll become cool for activist investors to demand to see ROI for AI features on earnings calls, and then the fat will get trimmed just like any other trend that goes too far. I think the bigger underrated concern is if LLMs fall into an unfortunate bucket where they are in fact generally useful, but not in ways that help us decarbonize our energy supply (or that do, but not enough to offset their own energy usage).