As AI technologies move from concept to deployment, the United States has seen a surge in AI infrastructure construction—and power supply, rather than chips, has become the industry's new bottleneck. Electricity demand from the many data centers currently in operation, under construction, and in planning across the U.S. has soared, far exceeding the short-term capacity of the existing power grid. Greenhouse gas emissions are also a concern that cannot be ignored. It is estimated that by 2030, data centers will account for 11.8% of total U.S. electricity consumption.
