Big Tech becoming Big Energy? Are Google, Amazon, and Microsoft becoming energy companies?

Visual moment index

What the footage shows, shot by shot. It is derived from the video itself, independent of the commentary. Timestamps link to the exact second.

0:00–0:03 A man in a brown shirt talks toward the camera in front of green-screened news headlines about Google, Amazon, and Microsoft nuclear energy agreements. On screen: Google The Keyword New nuclear clean energy agreement with Kairos Power amazon Amazon signs agreements for innovative nuclear energy projects to address…

0:03–0:08 A presenter gestures while standing against a background displaying a Google AI search results interface. On screen: Google's AI search summaries use 10x more energy than just doing a Google what can google do All Videos Images News Shopping Forums Web More Tools On my phone…

0:08–0:12 The presenter continues speaking with articles about Microsoft, Google, and Amazon net-zero carbon pledges layered behind him. On screen: Microsoft will be carbon negative by 2030 Jan 16, 2020 Brad Smith - President & Vice Chair Google Sustainability Net-zero carbon amazon We believe w obligation…

0:12–0:14 A man speaks directly to the camera against a black background featuring an animated glowing atom graphic.

0:14–0:15 A man talks in front of a news article about the Three Mile Island nuclear plant powering Microsoft data centers. On screen: npr DONATE NATIONAL Three Mile Island nuclear plant will reopen to power Microsoft data centers SEPTEMBER 20, 2024 · 1:40 PM ET By C Mandler The Three Mile…

0:15–0:17 A man talks in front of a CNBC article headline about Amazon investing over 500 million dollars in nuclear energy. On screen: CNBC LIVESTREAM SIGN IN CLIMATE Amazon goes nuclear, to invest more than $500 million to develop small modular reactors PUBLISHED WED, OCT 16 20248:45 AM EDT…

0:17–0:20 A man speaks directly to the camera in front of a Google Keyword article discussing clean energy with Kairos Power. On screen: Google The Keyword OUTREACH AND INITIATIVES SUSTAINABILITY New nuclear clean energy agreement with Kairos Power

0:20–0:23 The presenter talks with animated gestures over a Fortune article headline regarding Bill Gates and next-gen nuclear power. On screen: FORTUNE Bill Gates says he's ready to plow billions into a next-gen nuclear plant being built by his startup gle

0:23–0:26 The presenter explains investments in front of a Reuters article showing a Helion facility rendering. On screen: Reuters My News Energy Clean energy firm Helion raises $500 mln in Sam Altman-led funding

0:26–0:33 The presenter gestures and speaks in front of an Nvidia keynote presentation slide displaying an AI compute growth chart. On screen: CUDA INSTALLED BASE R&D SCALE END USERS BIG SPEED-UP DEVELOPERS & APPLICATIONS CSPS & OEMs BIGGER SPEED-UP CUDA CHI VOUS CYCLE CUDA CHIRTUOUS CYCLE Pascal 19…

0:33–0:37 The presenter explains GPU performance improvements against a graphic showing inference performance gains across Nvidia chip generations. On screen: CPU 1X GPU 100X 1X = >100X SPEED-UP ~ 3X POWER ~ 1.5X COST 60X PERF / $ OR 98% SAVINGS 30X PERF / W OR 97% SAVINGS PERPETUAL INNOVATION. PERPETUAL PERFORMANCE…

0:37–0:39 The presenter continues speaking energetically while referencing Nvidia's philosophy on AI compute costs. On screen: CPU 1X 100X GPU > 100X SPEED-UP 3X POWER 1.5X COST 60X PERF / $ OR 98% SAVINGS 30X PERF / W OR 97% SAVINGS PERPETUAL INNOVATION. PERPETUAL PERFORMANCE LEAPS.…

0:39–0:40 A presenter speaks enthusiastically in front of an overlay video showing Nvidia CEO Jensen Huang presenting on stage.

0:40–0:49 The presenter explains AI pricing trends while positioned in front of a chart illustrating GPT model price decreases over time. On screen: Pricing GPT-4o mini is more than 60% cheaper than GPT-3.5 Turbo gpt-3.5-turbo-0301 $2 per 1M tokens gpt-3.5-turbo-0613 $1.60 per 1M tokens gpt-3.5-turbo-1106…

0:49–0:50 The host continues to explain the broader productivity benefits of AI in front of the pricing comparison graphic. On screen: Pricing GPT-4o mini is more than 60% cheaper than GPT-3.5 Turbo gpt-3.5-turbo-0301 $2 per 1M tokens gpt-3.5-turbo-0613 $1.60 per 1M tokens gpt-3.5-turbo-1106…

0:50–0:53 A man speaks towards the camera overlaid in front of a Goldman Sachs online article about AI and productivity. On screen: Goldman Sachs ARTIFICIAL INTELLIGENCE AI is showing "very positive" signs of eventually boosting GDP and productivity May 13, 2024 Share Goldman Sachs Research…

0:53–0:55 The presenter continues speaking over an MIT Management Sloan School web article on generative AI boosting worker productivity. On screen: MIT MANAGEMENT SLOAN SCHOOL Credit: Rob Dobi IDEAS MADE TO MATTER ARTIFICIAL INTELLIGENCE How generative AI can boost highly skilled workers’ productivity…

0:55–0:57 The presenter talks while positioned over a Google blog post announcing AlphaFold 3. On screen: Google The Keyword TECHNOLOGY AI AlphaFold 3 predicts the structure and interactions of all of life's molecules May 08, 2024 6 min read Share Introducing…

0:57–0:58 A man in a brown jacket speaks to the camera against a green-screen background of server racks in a data center.

0:58–0:59 The presenter continues speaking while the backdrop switches to high-voltage electrical transmission towers against a blue sky.