Latest / Best of LinkedIn: Digital Transformation & Tech / Best of LinkedIn: Sustainability & Green ICT CW 42/ 43
Transcript
- 0:00Speaker 1: This episode is provided by Thomas Allgeier and Freanus, based on the most relevant LinkedIn posts about sustainability and green ICT in CW-四ty-two and forty-three.
- 0:10Speaker 1: Freanus supports ICT enterprises with market and competitive intelligence, decoding green software developments, benchmarking emerging standards, tracking regulatory shifts, and analyzing competitor strategies.
- 0:22Speaker 0: Welcome to the deep dive.
- 0:25Speaker 0: If you're looking to get up to speed on green ICT trends, you know, without getting lost in all the noise, you're definitely in the right place.
- 0:32Speaker 1: Yeah, we've sifted through LinkedIn for the past couple of weeks, CW-Forty-Two and Forty-Three, really focusing on that tricky intersection of AI infrastructure and green software.
- 0:42Speaker 0: Our goal today is simple.
- 0:45Speaker 0: Cut through that noise, give you the key insights, and honestly, the big story we pulled out is pretty clear.
- 0:49Speaker 0: It
- 0:49Speaker 1: really is.
- 0:50Speaker 1: The whole industry seems to be shifting.
- 0:51Speaker 1: It's less about whether to be sustainable and much more about how to actually do it, execution.
- 0:56Speaker 0: Exactly.
- 0:56Speaker 0: But here's the kicker.
- 0:57Speaker 0: The scale of innovation, such with AI, it's huge.
- 1:00Speaker 0: And the cost, you know, energy resources, it's becoming almost impossible to ignore.
- 1:05Speaker 1: It feels like a real turning point.
- 1:07Speaker 1: Sustainability isn't just a report anymore.
- 1:09Speaker 1: It's becoming a core, technical, even financial constraint.
- 1:13Speaker 1: It dictates who can actually scale.
- 1:16Speaker 0: Which brings us straight into the first big theme that was all over the place, this AI energy paradox.
- 1:21Speaker 1: Right, the paradox.
- 1:23Speaker 1: Because AI needs so much power.
- 1:26Speaker 0: Yeah, you look at these large language models, generative AI, the energy cost is the first thing everyone mentions.
- 1:31Speaker 1: We saw Nate Nassauant put it really well.
- 1:33Speaker 1: He said the cloud is basically running out of breath.
- 1:35Speaker 0: That's a great way to phrase it.
- 1:36Speaker 0: Yeah,
- 1:37Speaker 1: and energy availability.
- 1:39Speaker 1: That's now shaping innovation speed.
- 1:41Speaker 1: It's not just about having the best algorithm anymore.
- 1:44Speaker 0: And the scale involved is just staggering.
- 1:46Speaker 0: Eva Cello pointed out Bite Dance, you know, TikTok's parent company.
- 1:50Speaker 1: Oh, yeah.
- 1:51Speaker 1: What about them?
- 1:52Speaker 0: They're data center plans, expanding from three hundred megawatts up to nine hundred megawatts in places like Brazil.
- 1:58Speaker 0: I mean, think about that.
- 1:59Speaker 1: Nine hundred megawatts.
- 2:01Speaker 1: Wow.
- 2:01Speaker 0: At that scale, power, water, they stop being just line items on a bill.
- 2:06Speaker 0: They become the scarce resource.
- 2:08Speaker 1: And that scale really throws up this awkward question, doesn't it?
- 2:12Speaker 1: Julio C. Serrano brought it up.
- 2:13Speaker 1: What's question
- 2:14Speaker 0: was that?
- 2:15Speaker 1: Well, AI is supposed to help save the energy sector, right?
- 2:19Speaker 1: Optimize grids, smart management, all that stuff.
- 2:21Speaker 0: That's the promise, yeah.
- 2:22Speaker 1: But is the AI industry itself creating an even bigger energy problem with its own consumption?
- 2:29Speaker 1: That's
- 2:29Speaker 0: the core tension.
- 2:30Speaker 0: And the numbers, frankly... They are a bit alarming.
- 2:34Speaker 0: We know AI training and running these models drives huge energy spikes.
- 2:38Speaker 1: Like how much?
- 2:39Speaker 0: Well, Microsoft's CO-II emissions up nearly thirty percent since twenty twenty.
- 2:44Speaker 0: Google's almost fifty percent higher than twenty nineteen.
- 2:47Speaker 0: Fifty
- 2:47Speaker 1: percent.
- 2:48Speaker 1: That's that's massive.
- 2:49Speaker 1: That's basically the cost of this gen AI race we're seeing.
- 2:52Speaker 1: It
- 2:52Speaker 0: feels pretty unsustainable, doesn't it?
- 2:53Speaker 0: Yeah.
- 2:54Speaker 0: If the big players are seeing increases like that, they must be pouring money into efficiency, right?
- 2:58Speaker 0: Otherwise, the whole model just breaks.
- 2:59Speaker 1: You'd think so.
- 3:00Speaker 0: They are.
- 3:01Speaker 0: but it's a constant battle.
- 3:02Speaker 0: Kevin Collins mentioned that AI, well, the way it's often done now, is incredibly wasteful.
- 3:07Speaker 0: Energy, water, even capital burn.
- 3:09Speaker 1: So it's inefficient across the board.
- 3:11Speaker 0: But that financial pressure, it's forcing what people are calling green AI.
- 3:16Speaker 0: We're hearing about scientists achieving like, forty x to sixty x efficiency gains.
- 3:21Speaker 0: Forty
- 3:22Speaker 1: to sixty times.
- 3:23Speaker 1: Okay, that's significant.
- 3:24Speaker 1: Yeah.
- 3:25Speaker 0: And it's not just about being eco-friendly, it's really about financial survival.
- 3:29Speaker 0: It's becoming a competitive need.
- 3:31Speaker 0: And
- 3:31Speaker 1: that efficiency focus, it's getting really granular right down into the models themselves.
- 3:36Speaker 1: Mart Arts gave a great explanation of tokens.
- 3:39Speaker 0: Ah yes, tokens.
- 3:41Speaker 0: Super important.
- 3:42Speaker 0: Explain
- 3:42Speaker 1: those a bit.
- 3:43Speaker 0: So, think of tokens as the basic building blocks of language for the AI.
- 3:47Speaker 0: Like smart chunks it processes.
- 3:50Speaker 0: Every single token needs energy to be processed.
- 3:52Speaker 0: Okay, makes sense.
- 3:53Speaker 0: So tracking energy per token, that becomes the key metric for efficiency inside the AI stack.
- 3:58Speaker 0: Optimize how you handle tokens, the model architecture, the hardware, and you cut costs and environmental impact.
- 4:04Speaker 0: It directly links code to the power
- 4:05Speaker 1: bill.
- 4:06Speaker 1: That linkage is critical.
- 4:07Speaker 1: But, you know, this drive for efficiency, you'd expect it to lead to more transparency.
- 4:12Speaker 0: You would, wouldn't you?
- 4:13Speaker 0: But that seems to be a speaking point.
- 4:15Speaker 0: Noah Edwards pointed out a pretty big gap in accountability.
- 4:18Speaker 0: How so?
- 4:19Speaker 1: Well, You've got companies like Anthropic, Google DeepMind.
- 4:24Speaker 1: They're making commitments, partnering with low-carbon data centers, publishing reports.
- 4:29Speaker 0: OK, some are stepping up.
- 4:30Speaker 1: But then you have OpenAI, you know, ChatGPT, the one everyone knows.
- 4:34Speaker 1: And they don't publicly share their environmental footprint.
- 4:37Speaker 0: Really?
- 4:38Speaker 0: That seems inconsistent.
- 4:41Speaker 0: It's
- 4:41Speaker 1: a major point of friction.
- 4:43Speaker 1: And that lag of transparency, it immediately creates risk.
- 4:46Speaker 1: Holly Alpine highlighted a specific example.
- 4:49Speaker 0: What was that?
- 4:49Speaker 1: A shareholder proposal, proposal ten.
- 4:52Speaker 1: Demanding Microsoft disclose the climate and financial risks of its AI tools being used in oil and gas.
- 4:59Speaker 0: Ah, so.
- 5:00Speaker 0: Investors are now connecting the dots, linking sustainability claims or lack theorem directly to financial risk.
- 5:06Speaker 1: Precisely.
- 5:07Speaker 1: So the takeaway here is, yeah, efficiency gains are happening, they're impressive even, but the sheer scale of AI growth might be outpacing them right now.
- 5:14Speaker 0: Which naturally leads to the next big question.
- 5:17Speaker 0: Where do we physically put all this demand?
- 5:19Speaker 1: Perfect segue.
- 5:20Speaker 1: Because the physical infrastructure, the data centers are under a huge spotlight, especially around resources that aren't just carbon.
- 5:26Speaker 1: We're seeing this global demand for more realistic reporting, aren't we?
- 5:30Speaker 0: Definitely.
- 5:31Speaker 0: Nino DuPlan mentioned Dr.
- 5:33Speaker 0: Kevin Gretch urging sustainability reports to properly account for digital water and energy footprints.
- 5:39Speaker 0: Digital
- 5:39Speaker 1: water, I like that term.
- 5:41Speaker 0: Yeah, treating these hidden impacts, you know, with the same seriousness as we treat, say, heavy industry emissions.
- 5:46Speaker 0: And the
- 5:47Speaker 1: water numbers themselves are just mind-boggling.
- 5:50Speaker 1: Doren Soren-Gigler cited a figure.
- 5:52Speaker 1: Data centers globally.
- 5:54Speaker 1: using about five hundred and sixty billion liters of water a year.
- 5:57Speaker 1: Five
- 5:58Speaker 0: hundred and sixty billion liters.
- 6:00Speaker 0: It's almost impossible to picture.
- 6:01Speaker 0: That's like what?
- 6:01Speaker 0: Two hundred and twenty-four thousand Olympic swimming pools?
- 6:04Speaker 1: Every year.
- 6:05Speaker 1: Every year.
- 6:05Speaker 0: And when consumption gets that high, it's not just the utility costs anymore.
- 6:09Speaker 0: It can become a real community issue.
- 6:11Speaker 1: Like the example Shristi Drollier raised about India's biggest data center project.
- 6:15Speaker 0: Exactly.
- 6:16Speaker 0: By twenty thirty, that one project could be using over three hundred and fifty billion liters annually.
- 6:21Speaker 1: That's incredible.
- 6:22Speaker 0: In areas where water is already scarce.
- 6:24Speaker 0: This demands total transparency on their cooling tech.
- 6:27Speaker 0: And frankly, obligations for water replenishment.
- 6:30Speaker 0: You can't just drain the local resources.
- 6:32Speaker 1: No, absolutely not.
- 6:33Speaker 1: And this resource pressure, it explains what Ash Allen termed the clean energy land grab.
- 6:38Speaker 0: Ah, yes.
- 6:39Speaker 0: Companies realizing securing clean power isn't optional anymore.
- 6:44Speaker 0: It's fundamental infrastructure for the AI age.
- 6:46Speaker 1: Like Meta.
- 6:47Speaker 1: Yep,
- 6:47Speaker 0: Meta.
- 6:48Speaker 0: Locking down huge amounts of renewables, seven hundred ninety-one megawatts of clean energy.
- 6:52Speaker 0: They're treating clean power sourcing as a competitive edge.
- 6:55Speaker 1: And it's not just companies, right?
- 6:57Speaker 1: Nations are doing it too.
- 6:58Speaker 1: For sure.
- 6:59Speaker 0: NASA or Albuci noted the UAE's massive six billion dollar plan.
- 7:03Speaker 0: They want to power their whole AI and data center ecosystem with one gigawatt of renewable energy.
- 7:09Speaker 1: So securing clean energy is the new battlefield.
- 7:12Speaker 0: Pretty much.
- 7:12Speaker 0: But in the meantime, while we build out renewables, we also saw discussion around bridging tech like carbon capture.
- 7:18Speaker 0: Himanshu Gaur had some interesting examples.
- 7:20Speaker 0: Go on.
- 7:21Speaker 0: Well, Google is backing a carbon capture and storage project in Illinois.
- 7:25Speaker 0: And Microsoft is exploring direct air capture, DAC.
- 7:28Speaker 0: DAC.
- 7:28Speaker 0: Yeah, direct air capture.
- 7:30Speaker 0: And they're looking at cleverly using the waste heat from the data center itself to power it, kind of a symbiotic system.
- 7:36Speaker 1: That's clever, using waste heat.
- 7:38Speaker 1: But while new builds grab headlines, we can't forget existing infrastructure.
- 7:44Speaker 1: Thomas M. made that point.
- 7:45Speaker 0: Very important point.
- 7:47Speaker 0: Optimizing what we already have.
- 7:48Speaker 0: Smart retrofitting of current data centers offers huge, immediate efficiency wins.
- 7:54Speaker 1: And Liam Papel highlighted circularity too, right?
- 7:56Speaker 1: Using secondhand buildings, focusing on server life cycles.
- 7:59Speaker 1: Exactly.
- 8:00Speaker 0: This whole idea of integration, of not just building new, but optimizing and reusing.
- 8:05Speaker 0: It's driving new ways of measuring things too.
- 8:08Speaker 0: Chad McCarthy introduced this initiative.
- 8:10Speaker 1: The Enlighten Feme one with the ICFN scores.
- 8:13Speaker 1: That's
- 8:13Speaker 0: the one.
- 8:13Speaker 0: Integrated carbon-free energy scores.
- 8:16Speaker 1: Tell me more about that.
- 8:16Speaker 1: What makes ICFN different?
- 8:18Speaker 0: It's a really fundamental shift in thinking.
- 8:21Speaker 0: Traditional metrics.
- 8:22Speaker 0: They look at a data center as just a consumer.
- 8:24Speaker 0: An isolated island drawing power.
- 8:26Speaker 0: Okay.
- 8:27Speaker 0: ICFN changes that.
- 8:28Speaker 0: It formally includes things like heat recovery and the score.
- 8:31Speaker 0: It looks at how well the facility integrates with the community's energy system.
- 8:34Speaker 1: So it's not just about what it takes, but what it potentially gives back, like heat for local buildings?
- 8:40Speaker 0: Precisely.
- 8:41Speaker 0: It reframes the data center from just being a drain on resources to potentially being a productive community asset.
- 8:49Speaker 1: Treating data centers like integrated community assets, I really like that framing.
- 8:54Speaker 0: It's a powerful idea.
- 8:55Speaker 1: And it leads us nicely up the stack, doesn't it, from the physical building to the actual code running on it.
- 9:00Speaker 1: Yep,
- 9:01Speaker 0: moving from hardware to software.
- 9:03Speaker 0: And we're seeing real maturity here in standards for sustainable software engineering.
- 9:09Speaker 1: Rafa Nadim defined it pretty clearly.
- 9:11Speaker 0: He did.
- 9:11Speaker 0: Basically, minimizing environmental impact through efficient code, smart resource use, green tech, standard engineering principles, really, but with an environmental lens.
- 9:21Speaker 1: And Ann Curry made that crucial point about co-benefits, which is why this isn't just a nice to have.
- 9:26Speaker 1: Co-benefits,
- 9:27Speaker 0: yes.
- 9:28Speaker 0: Her point was simple.
- 9:29Speaker 0: A greener system is usually just a better system.
- 9:31Speaker 1: How so?
- 9:32Speaker 0: Because building green forces you to be efficient.
- 9:35Speaker 0: An efficient code is cheaper to run, it's faster, it's often more resilient, more secure.
- 9:39Speaker 0: Inefficiency costs money in every direction.
- 9:41Speaker 1: So it creates this really compelling business case, not just a moral one.
- 9:46Speaker 0: Exactly.
- 9:46Speaker 0: Which is why we're seeing it translate into actual procurement rules.
- 9:50Speaker 0: Rachel Keilenberg mentioned the Bayer Group ICT software developing practical tools.
- 9:55Speaker 1: Like a schedule of requirements.
- 9:56Speaker 1: A KPI tool.
- 9:58Speaker 0: Tools to structurally include sustainability criteria in public sector software tenders.
- 10:03Speaker 0: That forces developers to consider it from day one.
- 10:06Speaker 1: That makes sense.
- 10:07Speaker 1: Embed it in the buying process, but holding vendors accountable.
- 10:11Speaker 1: We need to look beyond just the electricity used when the software runs, right?
- 10:14Speaker 1: Oh,
- 10:15Speaker 0: absolutely.
- 10:15Speaker 0: Anita Shetler tackled that misconception head on.
- 10:19Speaker 0: The idea that IT's emissions are minimal.
- 10:21Speaker 1: That idea only works if you ignore most of the picture.
- 10:25Speaker 0: Precisely.
- 10:25Speaker 0: If you only look at electricity used during operation, you miss the huge footprint from Scope III missions.
- 10:31Speaker 1: And Scope III is everything else, basically.
- 10:34Speaker 1: Yeah,
- 10:34Speaker 0: the tricky stuff.
- 10:35Speaker 0: Hardware manufacturing, building the data centers, even the energy used by the software on our devices, our laptops, our phones.
- 10:42Speaker 0: If you ignore Scope III, you're really kidding yourself about the total impact.
- 10:46Speaker 1: It's good to see the industry starting to respond though.
- 10:48Speaker 1: Charles Humble confirmed AWS is adding scope three data to its carbon footprint
- 10:53Speaker 0: tool.
- 10:53Speaker 0: That's a big deal.
- 10:55Speaker 0: Covering embodied carbon from hardware, data centers, transport.
- 10:59Speaker 0: That allows for much more accurate accounting by their customer.
- 11:02Speaker 1: And that transparency needs to filter down, right, to individual products.
- 11:06Speaker 1: Pablo Jose Gomez or SOSMO stressed transparency as fundamental.
- 11:10Speaker 0: He did.
- 11:11Speaker 0: Arguing for interoperable systems like a digital product information system, or DPIS, to track sustainability data across the lifecycle.
- 11:20Speaker 0: The current landscape is too fragmented.
- 11:22Speaker 1: Okay, so transparency across the supply chain.
- 11:24Speaker 1: What about the design itself, the user experience?
- 11:27Speaker 1: Torsten
- 11:27Speaker 0: Jonas made a great point about sustainable UX, his argument.
- 11:31Speaker 0: User convenience often highs an environmental cost.
- 11:33Speaker 1: Like what?
- 11:34Speaker 1: Autoplaying videos.
- 11:35Speaker 0: Exactly.
- 11:36Speaker 0: Or... constantly fetching data we don't need.
- 11:38Speaker 0: Designing to reduce that kind of digital waste.
- 11:41Speaker 0: It saves costs and gets ahead of potential future regulations.
- 11:44Speaker 0: It's just smart design.
- 11:45Speaker 1: Smart design.
- 11:46Speaker 1: And finally, standards seem to be favoring certain approaches.
- 11:49Speaker 1: Philip Kirsting noted open source has an edge.
- 11:52Speaker 0: Yeah, particularly for certifications like the German blower angle, the Blue Angel eco label.
- 11:57Speaker 0: Because the code is open, it's just easier to provide the evidence needed to prove it meets the sustainability criteria.
- 12:04Speaker 0: Transparency helps verification.
- 12:08Speaker 1: Okay, so wrapping this deep dive up, it's really clear that green ICT isn't just aspirational talk anymore.
- 12:13Speaker 1: It's about professionalizing the field.
- 12:16Speaker 0: We've gone from vague goals to, like, measuring the energy cost of a single software token.
- 12:23Speaker 0: Yeah,
- 12:23Speaker 1: to serious discussions about water stewardship and these new metrics like ICP, that C-TECH is part of the community grid.
- 12:30Speaker 0: But we also need that dose of realism that James Martin Wilco Bergeroff called for.
- 12:35Speaker 0: The projected impact of Gen AI is enormous.
- 12:38Speaker 1: We can't just rely on blind optimism about progress.
- 12:41Speaker 1: No.
- 12:41Speaker 0: Being realistic about where we actually are is crucial if we want to hit climate targets.
- 12:46Speaker 0: The stakes feel incredibly high right now.
- 12:48Speaker 1: So maybe the thought to leave everyone with comes from Anna Lerner-Nesbitt's observation about how organizations are structured.
- 12:54Speaker 1: She noted that most companies treat their AI teams as strategic investments, pouring resources into them.
- 13:00Speaker 1: OK,
- 13:00Speaker 0: that makes sense.
- 13:01Speaker 1: But the sustainability teams, they're often treated purely as a cost
- 13:04Speaker 0: center.
- 13:05Speaker 1: And critically, these two teams, they rarely talk to each other internally.
- 13:09Speaker 0: Even though their issues, energy, resources, efficiency are fundamentally linked, that's quite a disconnect.
- 13:15Speaker 1: It is.
- 13:15Speaker 1: So the real question for you listening is probably this.
- 13:19Speaker 1: What will it take inside your organization?
- 13:22Speaker 0: Yeah, what steps can you take to get sustainability seen, not just as a cost to be managed, but as a core strategic investment?
- 13:30Speaker 0: An investment in resilience, efficiency, and frankly, future viability.
- 13:34Speaker 1: A lot to think about there.
- 13:35Speaker 1: If you enjoyed this deep dive, new episodes drop every two weeks.
- 13:39Speaker 1: Also, check out our other editions on cloud, digital products and services, artificial intelligence, and ICT and tech insights, health tech, defense tech.
- 13:48Speaker 0: Thanks for diving deep with us today.
- 13:49Speaker 1: And make sure you subscribe so you don't miss our next analysis.