Companies planning the new wave of Data Centers are about to be hit with a hard dose of electricity reality -- they cannot proceed at scale without more coal-based generation. President Trump was correct in issuing an Executive Order directing his Cabinet to identify coal-powered infrastructure that could support AI data centers and meet the energy needs of technology firms. More and larger data centers will place unprecedented demand on the US power system. The Berkeley National Laboratory found that America’s data centers consumed a little more than 4% of total U.S. electricity in 2023, but by 2028 they could consume 12% - and only the beginning of AI demand that is expected to grow for decades.
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