Thursday, October 17, 2024

Higher electricity production and costs in pursuit of an AI delusion

If, like me, younare deeply suspicious of artificial intelligence (AI) and the current infatuation with it, you might have read the latest news from Ontario's power system operator with some alarm and despondency.

AI is the flavour of the year this year. It is an ingredient in pretty much everything, even things that might seem to have no relationship with information technology. I'm pretty sure that some of the things that claim to be "AI-enhanced" or whatever are actually just using regular old fashioned computer analysis, not actually machine learning, but still...

In fact, AI, in the face of all the claims and ambitions for it, seems to me to be somewhat underperforming. It hasn't revolutionized healthcare; it hasn't cured world poverty; it hasn't really done much at all in concrete terms. Like 5G cell service, AI is a technology that is being pursued at breakneck speed, without a whole lot of compelling reason, largely just because it's there and it's trendy.

As we have come to understand too, AI is also a huge power hog. All those data centres, all that computing power, all the cooling requirements, they require an unprecedented amount of electricity.

Now, Ontario's Independent Electricity System Operator (IESO) has issued a report saying that it expects electricity demand in the province to grow by 75% by 2050. Industrial electricity demand is predicted to rise by 58% by 2035. I'm not sure we should necessarily believe self-serving predictions from the supply industry itself, but it is clear that some level of demand increase is to be expected.

Now, to be fair, this is not just as a result of Ontario's AI ambitions. It is also a result of the general electrification of life, from electric cars to heat pumps. But AI considerations are front and centre of the report.

All that, in itself, is not necessarily such a bad thing. The problem arises in that Premier Doug Ford and his current crop of Conservative lackeys can not be relied on to make sensible decisions about energy production in the province. Ford has a record of favouring gas and nuclear plants, despite the fact that water, wind, solar and battery storage are much cheaper, faster, and cleaner options these days. But logic, clear thinking and progressive ideas are not Ford's strong suits. 

So, we, the taxpayers, could be saddled with decades of higher costs and polluted air as a result of AI pretensions that amount to little more than jumping on the bandwagon and a bad case of FOMO.

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