AI, data centers and the coming US power demand surge

How significant will the power demand growth from AI/data centers be? The authors forecast a 15% CAGR in data center power demand from 2023-2030, driving data centers to make up 8% of total US power demand by 2030 from about 3% currently. We now see a 2.4% CAGR in US power demand growth through 2030 from 2022 levels vs. ~0% over the last decade. Of the 2.4%, about 90 bps of that is tied to data centers.

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