Sustainability Currents: AI’s Physical Bottlenecks Beyond Chips
The AI boom has largely been framed as a race for chips and compute, but as the technology scales, some of its biggest constraints are becoming increasingly physical. On this...
By Aditya Somani · Bloomberg
The AI boom has largely been framed as a race for chips and compute, but as the technology scales, some of its biggest constraints are becoming increasingly physical. On this week’s episode of the Sustainability Currents podcast, Stephen Byrd, global head of thematic and sustainability research at Morgan Stanley, joins Shaheen Contractor, Bloomberg Intelligence senior sustainable finance research analyst, to explore whether electricity and infrastructure could become the next major bottlenecks t