๐๐๐๐ฉ ๐๐๐ช๐๐๐ฉ ๐ข๐ฎ ๐๐ฉ๐ฉ๐๐ฃ๐ฉ๐๐ค๐ฃ? This chart from Bloomberg illustrating the expected growth in data center load from 2022 to 2034 across 20 countries.
๐๐๐ฎ ๐๐ฉ ๐ข๐๐ฉ๐ฉ๐๐ง๐จ? Data center power demand is poised to grow rapidly across many countries, creating a significant risk of insufficient reliable energy to support this expansion. In fact, the likelihood of power shortages impacting data centers appears to be more the norm than the exception for the countries highlighted in the figure.
While this poses a potential barrier to AI development, the widespread nature of the issue is likely to drive innovation. Efforts to overcome these constraints could include more energy-efficient AI models and hardware, as well as a shift toward distributed or edge computing solutions. For affected countries, this dual reality underscores both the urgency to innovate and the hope that advances in technology and energy management will mitigate power constraints in the future.
