Power 2026 - Electricity Pricing in the Age of AI
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Electricity Pricing in the Age of AI
CHAPTER 01
Preface: Motivation
AI demand is exploding. But while there's been plenty of discussion on the GPU and memory supply chains, the real constraint to expanding AI capacity is power.
Data centers already account for ~5% of US power consumption[1]. With data center power demand doubling every two years[2], demand would in theory outpace total US power generation by the mid-2030s.
Building a data center requ...
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