The world is building the electricity system for artificial intelligence on the fly. Over the next five years, the power appetite of data-center campuses built for training and serving large AI models will collide with the reality of permitting, transmission backlogs, and siting constraints. All that could materially change how much, from where, and what type of energy supplies we obtain.
The International Energy Agency (IEA) projects global data centre electricity demand will more than double to 945…