For some reason "AI is just like watching Netflix" is back in my feeds so I took that as a sign to update my data tracking for Netflix. The company's energy use rose 1% from 2021 to 2024.

Compare that to:

Google: 71%
Nvidia: 88%
Meta: 96%
Microsoft: 119%

Where are all the multi-gigawatt, tens-of-megatonnes gas-fired data centres being proposed by Netflix? Are governments frantically rushing fast-tracking laws for video streaming?

@ketan It's an even better look for Netflix, as over this period of time they added almost 100 million more subscribers.
If we saw a 50% increase in current AI use, the energy demand would be a lot bigger than netflix adding that many new viewers.