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A skeptic’s take on AI electricity load growth
The predictions are coming in hot. Data centers could grow to consume more than 9% of U.S. electricity generation by 2030, according to EPRI. That’s more than double its current estimated data center load. AI will increase global data center power demand 165% by 2030, says Goldman Sachs. And billions of dollars are at stake. Utilities, megasite developers, and data center operators are all basing major decisions on predictions like these.
But they’re also the kinds of predictions we’ve seen before. In 1999, when the internet was growing fast, a couple researchers claimed it would grow to…
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