The rise of AI is happening faster than anyone predicted.
Chatbots, generative AI, and machine learning models are revolutionizing industries, driving productivity to levels we’ve never seen before.
OpenAI, Google, and Microsoft are racing to build more powerful models, and companies that never touched AI before are now scrambling to integrate it into their business models.
But behind all the hype, there’s a hidden flaw in this rapid expansion—one that almost no one is talking about.
Every single AI model relies on data centers—massive facilities packed with thousands of servers, each requiring an enormous amount of energy to run.
AI is not like traditional software. It doesn’t just sit quietly on a cloud server. It is constantly computing, analyzing, and learning.
That takes power.
A lot of power.
In 2023, U.S. data centers consumed around 147 terawatt-hours (TWh) of electricity, which was already 3% of the nation’s total power demand. But that number is about to explode.
By 2030, AI-driven data centers alone are expected to consume more than 600 TWh, pushing them to nearly 12% of total U.S. electricity demand. That’s the equivalent of adding another California to the power grid.
And here’s the real problem: our power grids aren’t ready for this.
AI is growing exponentially, but our energy infrastructure is growing linearly.
This means we’re heading toward a supply crunch where demand outstrips what current grids can provide.
Some regions are already experiencing delays in building new data centers because they can’t secure enough electricity to power them.
This isn’t some theoretical concern—it’s happening right now.
So what happens next?
What companies stand to benefit and which ones are set to struggle?
Tomorrow, we’ll break down exactly how AI is reshaping the energy market and where the real investment opportunities are hiding.
In the meantime, how prepared are you for this shift?
Take this quick quiz and find out how your portfolio stacks up against the AI energy boom:
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