If a human office worker earns $70k per year, and companies are willing to pay for this, then an AI which can fully replace their job (with equal quality) is worth up to $70k in tokens to that company. An AI which can half-replace their job (reducing the need for employees of that type by half) is worth up to $35k per year in tokens.
The U.S. electric production and distribution is about 2% GDP. If AI can replace 6% of the economy then that would be worth a 3x grid capacity increase. Now, the actual tradeoff ratio would be less because the whole point is that you replace people using AI that cost less, not equal amounts. And I'm not sure that it would be practical/feasible to physically increase the grid that much that quickly. But I don't think it's an issue of lack of demand.
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If a human office worker earns $70k per year, and companies are willing to pay for this, then an AI which can fully replace their job (with equal quality) is worth up to $70k in tokens to that company. An AI which can half-replace their job (reducing the need for employees of that type by half) is worth up to $35k per year in tokens.
The U.S. electric production and distribution is about 2% GDP. If AI can replace 6% of the economy then that would be worth a 3x grid capacity increase. Now, the actual tradeoff ratio would be less because the whole point is that you replace people using AI that cost less, not equal amounts. And I'm not sure that it would be practical/feasible to physically increase the grid that much that quickly. But I don't think it's an issue of lack of demand.
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