Our President, Justin Kinsey, attended the AI Hardware Summit last week and told our team about the incredible speeds AI chipmakers are pushing their latest processors. It was exciting news, but it also raised a few flags because responsible, efficient AI is one of our core beliefs.
AI’s power consumption is a growing issue, projected to reach 1.5%-3% of the world’s energy usage by 2029, roughly equal to the annual energy consumption of Argentina, the Netherlands, and Sweden combined! GPUs, CPUs, and other accelerators often get blamed, but there’s more to the story.
Without getting too technical, efficient data center operation relies on voltage regulators to adjust and stabilize the output voltage as current spikes to make sure the processors get the right power to run at higher speeds without disruption.
These systems face 'spiky' power demands, especially in AI workloads where chips experience big fluctuations between idle and peak demand, like when training new models, or when millions of users rush to try a generative AI platform.
So power delivery and management systems have to handle wide ranges of load which is a difficult equation to balance and often requires building bulky systems that have tradeoffs. But this challenge creates opportunity for innovation and companies like Empower Semiconductor leading the way.
Empower aims to replace traditional power-management solutions with an integrated voltage regulator (IVR) that consolidates the entire regulator onto a single chip. The IVR can be positioned close to or even beneath the processor by incorporating key components like magnetics and passives, optimizing power efficiency and reducing energy loss.
Their latest family - the EP71xx - which they showcased at APEC, integrates up to four voltage regulators in one package and can be used with CPUs, GPUs, and SoCs. It can even be used with DSPs inside pluggable connectors and active copper cables, which will impact power efficiency in other areas of the data center. As their CTO Trey Roessig put it during the launch, “By looking at power delivery as a whole, we’re able to optimize the power system rather than individual components.”
With key governments worldwide prioritizing green energy, and the data center market expected to have a double-digit CAGR for the next few years, solving this problem is more important than ever and This tech wave brings new opportunities for power engineers.
I’ve worked with PMIC clients for decades but have never seen such demand for top talent with analog/mixed-signal skills and digital control. Even our clients working on accelerators, networking chips, and interconnect technology look favorably on engineers with at least some power management skills.
For engineers and technical leaders who are curious about what other interesting challenges might be out there for you to work on, I’ll be happy to tell you. Just reach out 😉
#semiconductorindustry #powermanagement #artificialintelligence