AI will consume ~8% of global energy by 2040
Scaling Web3 and AI through DePIN with Greg Osuri! (Secret Network)
“We’ll consume about 8% of global energy just to power — and that’s a big chunk, 8% is a lot — and we’re talking about the West, right? Most of the energy today is produced in the East, in China really. China has about 8 terawatt install capacity, US has about 2 terawatt install capacity.” — 00:13:52
Context: A “midpoint” of conservative inference-demand estimates “by year 2040” (stated at 00:13:07); he argues the West is especially exposed given grid and capacity constraints.