Generational growth: AI, data centers and the coming US power demand surge

Notes

Sell-side research. Directionally cited widely; forecasts run higher than IEA and EPRI central scenarios.

Warrants from this source (1)

• CDCredible 2030 forecasts for US datacenter share of electricity consumption dive… contradict
  weight

  0.70

  method: modeled_projection · locator: Executive summary; 160% growth figure