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A single NVIDIA GB300 NVL72 rack draws 132 to 140 kilowatts, an order of magnitude more than cloud-era racks. This density forces liquid cooling and strains the grid. GPU shortages are actually packaging and memory shortages, with HBM consuming a quarter of DRAM wafer output and no relief expected until 2028.
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Summary by ByteBrief
UK grid faces AI energy crisis