A Deloitte Insights report warns of a drastic increase in power demand from AI datacenters in the next decade, forecasting a rise to 123 GW. With current infrastructure lagging due to bureaucracy and supply chain issues, solutions will depend on innovation, regulatory changes, and significant funding. While total energy consumption for US datacenters was 33 GW last year, AI facilities accounted for a substantial portion, and expectations are that demand will outpace current capabilities, resulting in increased reliance on gas-fired power despite clean energy goals.
The report warns there is currently a significant gap between the increasing energy demands of AI datacenters and the capability of current infrastructure to meet these demands.
Potential solutions rely heavily on technological innovation, regulatory modifications, and substantial investment to improve energy efficiency and sourcing.
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