Artificial intelligence’s share of global electricity consumption is set to at least double by 2030, to around 3% of the total, and could drive almost half of electricity consumption growth in the US over that period. Although some have suggested that a lack of energy could hold back the rollout of AI, the bigger risks stem from ageing grid infrastructure and policy restrictions. Data centres will support the rapid renewable rollout and development of nuclear energy technology but will also delay the peak in natural gas demand.
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