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International Business Times

Technology

Electricity is Emerging as the Next Constraint on America's AI Race

Electricity IEA America United States International Business Times International Energy Agency Microsoft Texas

The International Energy Agency estimates that data centers consumed about 415 terawatt-hours of electricity globally in 2024, or roughly 1.5% of global electricity use. The figure is only set to grow.

The artificial intelligence boom was supposed to be a race for chips, but it is Increasingly becoming a race for electricity.

The United States is building data centers at a pace that is exposing a less glamorous but potentially more consequential constraint: the power grid's ability to generate, transmit, and deliver electricity quickly enough to support AI workloads.

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