The next AI bottleneckAI has already swallowed the world’s chips. Now it needs the electricity to run them.Electricity demand from AI compute is projected to surge 1,100% from 2025 levels, reaching roughly 315GW globally by 2033, with the US accounting for around 64% of the increase.
AI’s 1,100% Power Shock Is About To Hit A Grid That Isn’t Ready
AI power demand is projected to surge 1,100%. Transformer lead times have stretched to four years. The next AI bottleneck isn’t another chip—it’s the grid itself.
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