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AI’s energy appetite is already staggering, and projections suggest it could reshape global electricity demand within the next decade. Data centers consumed less than 300 terawatt-hours of electricity in 2020, but forecasts from the International Energy Agency indicate this could surge to nearly 1,000 terawatt-hours by 2028, more than Japan’s entire electricity consumption today. By 2028, AI workloads could account for nearly half of all global data center electricity use, with workloads growing at 30% annually compared to just 9% for conventional servers.

Training advanced models like GPT‑4 has already consumed over 50 gigawatt-hours, enough to power San Francisco for three consecutive days. These figures highlight how AI’s “evolutionary cycle”, from perceptive AI to generative, reasoning, and eventually physical AI, will demand exponentially more energy as applications expand into robotics, autonomous vehicles, and industrial automation.

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216 episodes