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Nicole Hennig's avatar

Thanks for writing this. In addition check out this article.

“My overall takeaway is that you need to be careful when talking about water use: it’s very easy to take figures out of context, or make misleading comparisons. Very often I see alarmist discussions about water use that don’t take into account the distinction between consumptive and non-consumptive uses. Billions of gallons of water a day are “used” by thermal power plants, but the water is quickly returned to where it came from, so this use isn’t reducing the supply of available fresh water in any meaningful sense. Similarly, the millions of gallons of water a day a large data center can use sounds like a lot when compared to the hundreds of gallons a typical home uses, but compared to other large-scale industrial or agricultural uses of water, it's a mere drop in the bucket.”

https://www.construction-physics.com/p/how-does-the-us-use-water

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XP's avatar

The article also quotes Alex de Vries-Gao, who has apparently become the go-to source for these kinds of articles. He is not an expert on either AI or IT in general, and he was last in the news with this article that was repeated everywhere:

https://vu.nl/en/news/2025/ai-rapidly-on-its-way-to-becoming-the-largest-energy-consumer

There is so much wrong with this study, I don't even know where to begin. It essentially assumes that every GPU manufactured is used exclusively for AI training (no consumer use, no non-AI data center use, no inference or inference-specific hardware) and runs at its theoretical max TDP forever. It conflates manufacturing energy with operational energy instead of amortizing it over the hardware's lifespan. It confuses instantaneous supply bottlenecks with long-term deployment.

I did a somewhat naive calculation to correct for this and found that the study overstates AI power consumption for 2025 by about 3x, and by at least 2x. Everyone in AI scoffed at it, but its narrative wasn't countered in major publications, and it passes for expert wisdom now.

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