"The explosive growth of new hyperscale datacenters to implement GenAI is creating an insatiable demand for power that will exceed the ability of utility providers to expand their capacity fast enough," claimed Gartner VP Analyst Bob Johnson.
"In turn, this threatens to disrupt energy availability and lead to shortages, which will limit the growth of new datacenters for GenAI and other uses from 2026," he said.
"The proportion of global energy consumption accounted for by data facilities is set to more than double before 2030," said Karim Amin.
IDC expects the surging demand for AI workloads to lead directly to a substantial increase in capacity, energy consumption, and greenhouse gas emissions.
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