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I watched Nvidia's Computex 2024 keynote and it made my blood run cold
(www.techradar.com)
This is a most excellent place for technology news and articles.
Yeah, I think the author misses the point in regard to power consumption. Companies will not buy loads of these and use them in addition to existing hardware. They will buy these to get rid of current hardware. It's not clear (yet) if that will increase, decrease or not affect power consumption.
The lack of last-last gen hardware on the used market suggests this isn't true. Even if it were available, the buyers will run it and the overall energy consumption will still increase. It's not like old hardware disappears after it's replaced with newer models.
Even if companies were replacing existing hardware, the existing hardware uses less power. So whether it is additional hardware or not, there will be an increase in energy demand, which is bad for climate change.
I have personally worked on a project where we replaced several older nodes in datacenters with only one modern one. That used more power than two older nodes combined, but since we were shutting down 15-20, we saved a lot of power. Not every replacement is 1:1, most aren't.