"The explosive buildout of data centres required to train and run large language models has created a category of electricity consumer that barely existed five years ago - one that demands massive, uninterrupted, 24/7 power supply."
"Natural gas remains the default choice for new power generation in the United States, where a substantial portion of natural gas consumption goes toward generating electricity."
"The problem is supply chain capacity. Gas turbine manufacturers are now facing extended waitlists that extend orders well into the early 2030s."
"Each energy source faces structural obstacles that could prove disqualifying, revealing deeper stories about institutional incentives and supply chain bottlenecks."
The electrical grid's future in 2035 is influenced by the rise of artificial intelligence, which demands a constant power supply. This shift has disrupted traditional energy planning and created competition among natural gas, nuclear fission, nuclear fusion, and advanced renewables. Natural gas, while currently dominant, faces supply chain challenges that hinder its ability to meet the growing demand from data centers. The energy landscape is evolving, with various sources encountering unique obstacles that could impact their viability.
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