For years, power demand from data centers was flat despite a near tripling in the data workload. Now withthe pace of power eciencies decelerating and AI demand building, our updated analysis implies datacenter power demand is poised to grow 160% by the end of the decade, which should drive a signi$cantacceleration to a level of electricity growth in the US and Europe not seen in a generation. We believe thisshould enhance investment opportunities across the power supply chain bene$ting f
关注微信
