A Super-Secret AI Reading List

The background information the chatbots don’t want you to read.

A full list of resources from Michael’s Audioblog: Generative AI — The Power and the Glory:

• IEA World Energy Outlook 2024

• US data centers buy 40GW of renewable power - two-thirds of the corporate market

• Key Findings Data Centres Metered Electricity Consumption 2023 - Central Statistics Office

• Green Giants — The Heart Of A Sustainable European Data Ecosystem

• Microsoft, OpenAI may be dreaming of $100B 5GW AI 'Stargate' supercomputer

• Amazon Bets $150 Billion on Data Centers Required for AI Boom - Bloomberg

• Datacenter Anatomy Part 1: Electrical Systems – SemiAnalysis

• Nvidia's next-gen Blackwell AI Superchips could cost up to $70,000 — fully-equipped server racks reportedly range up to $3,000,000 or more | Tom's Hardware

• How Much Does it Cost to Build a Data Center? - Dgtl Infra

• US Data Center Power Use Will Double by 2030 Because of AI

• Report | 2024 Summer Energy Market and Electric Reliability Assessment

• GPT-6 (2025) – Dr Alan D. Thompson – LifeArchitect.ai

• Kyle Corbitt on X: "Spoke to a Microsoft engineer on the GPT-6 training cluster project. He kvetched about the pain they're having provisioning infiniband-class links between GPUs in different regions. Me

• Generational Growth AI, data centers and the coming US power demand surge

• Data centers and AI: How the energy sector can meet power demand | McKinsey

• AI Datacenter Energy Dilemma – Race for AI Datacenter Space – SemiAnalysis

• Nvidia chips are banned in China — but AI engineers have found a way around that

• Sustainable Strides: How AI and Accelerated Computing Are Driving Energy Efficiency

• Landauer's principle - Wikipedia

• Demystifying GPU Compute Architectures - by Babbage

• Blackwell platform puts Nvidia in higher realm for cost and energy | Fierce Electronics

• GPUs Lead in Energy Efficiency, DoE Center Says

• Understanding TPUs vs GPUs in AI: A Comprehensive Guide | DataCamp

• Sustainable Computing for a Sustainable Planet

• https://www.bnef.com/insights/34905/view

• https://www.bnef.com/shorts/sbmyzmt1um0w00

• So much for green Google – emissions rise 48% since 2019

• Big Tech’s bid to rewrite the rules on net zero

• Three Mile Island Nuclear Plant Will Restart to Power Microsoft AI - Bloomberg

• Google signs advanced nuclear clean energy agreement with Kairos Power

• Two thirds of Germans against shutting down last nuclear power plants at this point – survey | Clean Energy Wire

• German opposition MPs propose checking feasibility of restarting nuclear plants | Clean Energy Wire

• Microsoft may pay Constellation premium in Three Mile Island power agreement - Strategy - CRN Australia

• How to Build the Future of AI in the United States | IFP

• NuScale cancels first-of-a-kind nuclear project as costs surge - E&E News by POLITICO

• Amazon Vies for Nuclear-Powered Data Center

• Helion announces world’s first fusion energy purchase agreement with Microsoft

• Vinod Khosla Says ‘Fusion Will Be Real’ Within the Next Five Years

• PG&E makes deal for space solar power

• 200 VCs wanted to get into Lumen Orbit's $11M seed round | TechCrunch

• Lumen Orbit raises more than $10m for AI training data centers in space - DCD

• How Memphis became a battleground over Elon Musk’s xAI supercomputer

• Exxon Plans to Sell Electricity to Data Centers - The New York Times

• Clean Electricity Breaks New Records; Renewables on Track for Another Strong Year: BloombergNEF

• Meta signs geothermal energy deal to power data centers in US - DCD

• Quaise Energy

• The environmental campaigners fighting against data centres - BBC News

• Google hits reset on Chile data centre project amid environmental concerns | Capacity Media

• How Memphis became a battleground over Elon Musk’s xAI supercomputer

• The 12th-century village battling against the boom in AI data centres | The Independent

• As datacenters grow, Microsoft’s innovative approach invests in more clean energy to power them - Stories

• DCFlex | EPRI Micro Sites

• Tony Benn and the Five Essential Questions of Democracy | The Nation