TLDR Tech / Fintech
Data centers on track to suck up a fifth of US power use by 2035
AI infrastructure is expected to consume one-fifth of all US electricity by 2035, up from 5.9% today, as demand for new data centers accelerates far faster than previous forecasts. BloombergNEF estimates data center power demand will reach 194 gigawatts, creating grid bottlenecks, increasing investment in energy infrastructure, and highlighting electricity as one of the biggest constraints on the next wave of AI growth.
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