🇺🇸US data centers🤖
From 4% to 12% of total US power demand in 7 years
⚠️The problem nobody in the AI buildout wants to say clearly is that Renewables cannot do this alone.
Data centers need power that is firm, dispatchable, and available 24/7.
Wind and solar are not that ...not without storage infrastructure that does not exist at scale yet.
So what actually fills the gap?
Natural gas and Nuclear where it can be restarted or built fast enough.
606 TWh by 2030 does not care about net zero commitments!
The #energy transition and the #AI buildout are on a collision course with the same grid.
Something has to give and right now, it is gas that is being asked to hold the line.
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