James O'Donnell and Casey Crownhart


"That’s more than all electricity currently used by US data centers for all purposes; it’s enough to power 22% of US households each year. That could generate the same emissions as driving over 300 billion miles —over 1,600 round trips to the sun from Earth.

"The researchers were clear that adoption of AI and the accelerated server technologies that power it has been the primary force causing electricity demand from data centers to skyrocket after remaining stagnant for over a decade. 

"Between 2024 and 2028, the share of US electricity going to data centers may triple, from its current 4.4% to 12%.

"This unprecedented surge in power demand for AI is in line with what leading companies are announcing. SoftBank, OpenAI, Oracle, and the Emirati investment firm MGX intend to spend $500 billion in the next four years on new data centers in the US. The first has started construction in Abilene, Texas, and includes eight buildings that are each the size of a baseball stadium. 

"In response to a White House request for information, Anthropic suggested that the US build an additional 50 gigawatts of dedicated power by 2027."

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