Thursday, August 20

Topic: data-centers

High-voltage electricity transmission towers
Economy
Thursday, 7/23, 04:16 PM

Why AI's power appetite is becoming an electricity problem

  • AI companies now describe their build-outs in gigawatts, units of electrical power, not in numbers of chips.
  • That shift in language is the story: the constraint on artificial intelligence is increasingly the electricity to run it.
  • US power demand hit a record 4.2 trillion kilowatt-hours in 2025, and computing is a growing reason why.
High-voltage electricity transmission towers and lines
Economy 51 d

Power Utilities Warn the US Grid Is Buckling Under AI Data-Center Demand

  • The boss of one of America's biggest utilities has warned that parts of the US grid risk blackouts as electricity demand — driven above all by AI data centers — races ahead of new supply.
  • It's the physical flip side of the AI build-out: the same boom the BIS just flagged as a financial risk is also straining the power system.

In brief

In brief

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