"Without great improvements to efficiency and/or greatly increased government regulation, Rene declares the current trend is "hardly very sustainable," and he might be correct."
-- He is right. And there is a disclaimer in the article. But because of the disclaimer, I am not concerned about the trend.
We've got a new "NPU" chip race. If the NPU's double in speed every year like the similar trendline for GPUs, max potential 2^8=256x efficiency improvement over the next decade.... then there is nothing to worry about. Power consumption could even decrease from what it is now.
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They say microsoft is currently losing money with the current AI model... that will self-correct over time... but is also a reason the trend may not continue at the current rate of exponential growth.