Michael Liebreich on the #energy rush for #AI datacenters, with numbers.
The numbers are mind numbing.
"What the tech industry really wants is AI-training data centers between 1GW and 2GW.
For the next few years the majority of new AI data center capacity will be built in the US. Semi Analysis estimates that US data center power demand will surge 250% by 2030, absorbing nearly 15% of total power and requiring the building of 76GW of new dispatchable supply."
https://about.bnef.com/blog/liebreich-generative-ai-the-power-and-the-glory/
BloombergNEF · Liebreich: Generative AI – The Power and the Glory | BloombergNEFThis year will go down in history as the year the energy sector woke up to AI. This is also the year AI woke up to energy. Is the data center power frenzy just the latest of a long line of energy sector bubbles, or is it the dawning of a new normal?