#electricity-demand

#electricity-demand

A recent nationwide survey of more than 1,400 U.S. households found that two-thirds of Americans believe AI is already driving up their power bills, and most said they can't afford more than a $20 monthly increase. They're right to be worried. As tech companies pour hundreds of billions into new data centers, the surge in electricity demand is rewriting the economics of the grid - and households are footing the bill for an "AI power tax" they never voted for.

Artificial intelligence data centres are set to devour a massive share of the world's electricity growth over the next decade, according to BP's latest World Energy Outlook. The oil giant estimates that data facilities powering AI applications will account for 10% of global electricity demand growth by 2035. In the United States, the world's most advanced AI hub, that figure could skyrocket to 40%, raising urgent questions about the strain on energy systems.

Altman declared that a 'significant fraction of the power on Earth' should be dedicated to running AI.

Dramatically rising electricity demand, driven by AI and electrification, may accomplish what politics hasn't: make clean energy indispensable. Traditional sources can't scale fast enough: new nuclear and coal plants take decades, and even natural gas can't ramp up quickly enough to meet near-term demand.

"We can scale this technology to very large scale," Yuval Bachar, ECL founder and CEO, said. "We do multiple gigawatts of this technology based on hydrogen with zero emission."

"In the United States, datacenters are on course to account for almost half of the growth in electricity demand" over the next five years, said IEA executive director Fatih Birol.