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AI Energy Demand

The electricity, grid and power-infrastructure requirements associated with training, serving and expanding large-scale AI systems.

RISING

Why it matters

AI infrastructure can be limited by generation, transmission and grid interconnection as well as by chips, capital and construction capacity.

Key Facts

  • Reuters reported from the EIA’s August outlook that U.S. electricity use is expected to reach record levels in 2026 and 2027.
  • EIA has identified data centers as one contributor to renewed electricity-demand growth.
  • Forecasts are revised as project schedules, weather and economic conditions change.
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