Data center electricity demand is projected to increase by 24% annually through 2030, according to a McKinsey report. This significant growth, driven by AI and computing needs, presents a challenge as power supply is expected to lag behind demand. Operators are increasingly turning to on-site generation solutions like gas engines and battery storage to accelerate power availability, though these also introduce new infrastructure bottlenecks. AI
IMPACT Accelerated demand for AI compute will strain power infrastructure, potentially delaying deployments and increasing reliance on on-site generation.
RANK_REASON Report from a major consulting firm projecting significant infrastructure demand growth. [lever_c_demoted from significant: ic=1 ai=0.7]
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