Bernstein: AI data centers lift US power demand growth forecast to 4%
AI summary
Bernstein raised its long-term US electricity growth forecast to a 4% compound annual rate from 3%, citing an unprecedented surge in AI data center construction, according to a research note reported by Chinese media. The bank expects roughly 1,000 TWh of new US power demand between 2025 and 2030, with data centers accounting for more than half of the added load. The figures come from a single bank report relayed by Cailianshe and 36Kr.
In-depth insight
The forecast shows AI compute expansion becoming a leading driver of US electricity demand, pointing to power supply and grid capacity as potential constraints on AI infrastructure.