AI and Data Center Power Demand Analysis

This technical report provides an analysis of the expected growth in data center power demand, projecting an increase of over 160% by 2030 compared to 2023 levels. The report identifies five key drivers that could influence this demand, including data center capacity additions, power infrastructure constraints, the impact of green data centers, efficiency gains in power intensity, and innovations in AI. It outlines the implications of these factors on the Reliability investment theme, emphasizing the need for enhanced infrastructure to support rising power demands. The report also discusses the potential for AI-driven efficiencies and the importance of adapting to climate-related challenges. Furthermore, it highlights the role of Big Tech in prioritizing low-carbon technologies and the expected contributions of data centers to overall power demand in the US and globally. The findings underscore the significance of investment in Reliability and the need for modernization in energy and water infrastructure.