AI Boom Threatens U.S. Data Centers

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Data center demand

POWER Magazine

•

Technology

Addressing Data Center Growth Constraints Key to U.S. Innovation, Leadership in AI

Summary

Nutrition label

85% Informative

The U.S. has 45% of all data centers globally by count, but the products that fill these centers are often sourced from outside the United States .

Data centers require a complex mix of chips, servers, networking equipment, storage, cooling and many other components to run.

The four primary limitations on data center growth are the supply of chips and other production goods, tariffs, land availability, and reliable electricity.

In the last 15 years , the U.S. electricity demand growth was nearly flat at just 0.1% annually .

The need for reliable power has led hyperscalers to explore a “behind-the-meter” model, where they own and operate their own power sources.

McKinsey estimated that 40% of all data center energy goes towards cooling.

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formal

Language

English

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Offensive language