aiqbench takeChips & Infra

The surge in AI-driven compute is driving a fourfold increase in projected U.S. data center electricity demand by 2035, straining regional grids like PJM and ERCOT to critical levels. This rapid expansion highlights the urgent need for grid modernization and new generation capacity specifically tailored to support massive-scale inference and training workloads. Without addressing these supply-demand imbalances now, infrastructure bottlenecks could severely hamper future AI deployment timelines.

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Data centers expected to use 4x more electricity by 2035

TechCrunchJuly 21, 20263 min read

New data centers built through 2033 could consume as much electricity as India uses today.

Data centers are expected to use one-fifth of the electricity generated in the U.S. by 2035, four times that of today, according to a new report from BloombergNEF. A surge in AI compute will push data center capacity to nearly 200 gigawatts over the next decade, the report predicts. Nearly half…

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