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AI's Water and Electricity Use Soars In 2026

“Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers​


Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts,...“

https://www.digitimes.com/news/a202...gapore-expansion-data-center-demand-2026.html
 
erek said:

“Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers​


Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts,...“

https://www.digitimes.com/news/a202...gapore-expansion-data-center-demand-2026.html
Click to expand...
I hope more things cause these companies massive delays after buying up all the RAM. They deserve as many delays as possible. Screw them.
 
Shoganai said:
I hope more things cause these companies massive delays after buying up all the RAM. They deserve as many delays as possible. Screw them.
Click to expand...

“Electricity transmission expansion plans include swaths of land in Indiana County​


Intended to fuel the rising energy demands of Pennsylvania’s “data center alley,” two major power companies have devised a project aimed at increasing the electricity transmission capacity — which will cut through Indiana County.
Known as Proposal 237, this undertaking is part of a package put together by PJM known as the 2025 Regional Transmission Expansion Plan. PJM justifies the plans due to an increase in energy load due to projects by electric servicers, like PPL Corporation, which says if proposed data centers in its coverage area were to begin operations, it faces a more than 3-gigawatt shortage, and canceled generation projects, like a New Jersey offshore wind development that was halted due to pressure from the Trump administration that considers off-shore wind power “unreliable and unaffordable.” The New Jersey generation plan would have provided 1.3 gigawatts of power to the grid. On Monday, the administration further cut nearly $1 billion in funding for offshore wind power generation by canceling an agreement with French energy company TotalEnergies.“

https://www.indianagazette.com/news...cle_db07c0b4-ace0-4531-abe7-8fa80501187d.html
 
Shoganai said:
And Fusion energy ... which largely doesn't get talked about for some reason. Microsoft is heavily invested in Helion:

https://www.helionenergy.com/
Click to expand...

“Arbor Energy just landed a billion-dollar order to bring rocket turbine tech to the power grid​


Energy startup Arbor Energy on Wednesday said it had sold up to 5 gigawatts’ worth of its modular turbines to GridMarket, a company that helps arrange power projects for data centers and industrial users.
“Everyone wants more power. They wanted it yesterday,” Brad Hartwig, co-founder and CEO of Arbor, told TechCrunch. “The time frames are compressing and the scale is getting larger.”“

https://techcrunch.com/2026/03/25/a...-bring-rocket-turbine-tech-to-the-power-grid/
 
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erek said:

“Arbor Energy just landed a billion-dollar order to bring rocket turbine tech to the power grid​


Energy startup Arbor Energy on Wednesday said it had sold up to 5 gigawatts’ worth of its modular turbines to GridMarket, a company that helps arrange power projects for data centers and industrial users.
“Everyone wants more power. They wanted it yesterday,” Brad Hartwig, co-founder and CEO of Arbor, told TechCrunch. “The time frames are compressing and the scale is getting larger.”“

https://techcrunch.com/2026/03/25/a...-bring-rocket-turbine-tech-to-the-power-grid/
Click to expand...
This sounds really great, exactly the kind of project we need to be investing in, even if it doesn't work out we have to try.
 
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erek said:

“Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers​


Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts,...“

https://www.digitimes.com/news/a202...gapore-expansion-data-center-demand-2026.html
Click to expand...
Autobot slave labor... I knew it!!!!
 
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"Data Centers Are Transitioning From AC to DC

800 Volt DC power delivery will enable next-gen AI data centers


Last week’s Nvidia GTC conference highlighted new chip architectures to power AI. But as the chips become faster and more powerful, the remainder of data center infrastructure is playing catchup. The power delivery community is responding: Announcements from Delta, Vertiv, and Eaton showcased new designs for the AI era. Complex and inefficient AC to DC power conversions are gradually being replaced by DC configurations, at least in hyperscale data centers.

“While AC distribution remains deeply entrenched, advances in power electronics and the rising demands of AI infrastructure are accelerating interest in DC architectures,” says Chris Thompson, vice president of advanced technology and global microgrids at Vertiv.
​

AC to DC Conversion Challenges​

Today, nearly all data centers are designed around AC utility power. The electrical path includes multiple conversions before power reaches the compute load. Power typically enters the data center as medium-voltage AC (1kV to 35kV), is stepped down to low-voltage AC (480V or 415V) using a transformer, converted to DC inside an uninterruptible power supply (UPS) for battery storage, converted back to AC, and converted again to low-voltage DC (typically 54 V DC) at the server, supplying the DC power computing chips actually require.

“The double conversion process ensures the output AC is clean, stable and suitable for data center servers,” says Luiz Fernando Huet de Bacellar, vice president of engineering and technology at Eaton.

That setup worked well enough for the amounts of power required by traditional data centers. Traditional data center computational racks draw on the order of 10 kW each. For AI, that is starting to approach 1 MW. At that scale, the energy losses, current levels, and copper requirements of AC to DC conversions become increasingly difficult to justify. Every conversion incurs some power loss. On top of that, as the amount of power that needs to be delivered grows, the sheer size of the convertors, as well as the connector requirements of copper busbars, becomes untenable. According to an Nvidia blog, a 1 MW rack could require as much as 200 kg of copper busbar. For a 1 GW data center, it could amount to 200,000 kg of copper."

https://spectrum.ieee.org/data-center-dc
 
“Water Usage Reporting Requirements for Data Centers
Data centers are rapidly expanding into Pennsylvania. To strike a balance between fostering economic growth and safeguarding our natural resources, my legislation would require covered data center projects with substantial water needs to proactively inform the state prior to construction. This step will ensure that state agencies, in collaboration with local governments and river basin commissions, can assess potential impacts and ensure adequate considerations are in place to protect our water supplies.

These facilities often consume substantial amounts of water, primarily for cooling. Larger data centers consume millions of gallons daily, on par with entire communities. The impact of these massive withdrawals on local water supplies remains unclear, but one thing is certain: we must make sure that our residents, communities, and environment are not disproportionately affected.

This approach supports responsible development while safeguarding access to fresh water for our communities. Please join me as a co-sponsor of this important legislation.”

https://www.palegis.us/house/co-sponsorship/memo?memoID=47534&document=HB2246
 
bullshit on DC transmission, maybe last mile type of stuff but any length of line is going to be ac
 
sfsuphysics said:
bullshit on DC transmission, maybe last mile type of stuff but any length of line is going to be ac
Click to expand...
Not necessarily, there's high voltage DC transmission out there currently, it's more efficient than AC, has it's limits but it's particularly good for long distance transmission IIRC, have a couple in the US.

I don't necessarily think they're meaning DC transmission though, more of, have AC to DC large Plant at the datacenter, then distribute it through the datacenter, as opposed to having it converted at the devices (Think How Telcos do it).
 
Balkroth said:
Not necessarily, there's high voltage DC transmission out there currently, it's more efficient than AC, has it's limits but it's particularly good for long distance transmission IIRC, have a couple in the US.

I don't necessarily think they're meaning DC transmission though, more of, have AC to DC large Plant at the datacenter, then distribute it through the datacenter, as opposed to having it converted at the devices (Think How Telcos do it).
Click to expand...
“Power grid operators are warning of a potential energy crisis due to data centers and aging infrastructure. NBC News’ Tom Winter explains the growing concern that is beginning to hit Americans' wallets.”


View: https://youtu.be/74XuLHYbbms?si=JM_nVt8PaHcbz7do
 
erek said:
“Power grid operators are warning of a potential energy crisis due to data centers and aging infrastructure. NBC News’ Tom Winter explains the growing concern that is beginning to hit Americans' wallets.”


View: https://youtu.be/74XuLHYbbms?si=JM_nVt8PaHcbz7do
Click to expand...

1774489165737.jpeg
 
erek said:
View attachment 793667
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“Dominion Energy South Carolina is asking state regulators to approve another electric rate increase of more than 11%, which could raise bills by about $20 a month for the average customer. If approved, the increase would impact hundreds of thousands of customers across the state and could take effect as early as this summer.The proposal is now under review by the South Carolina Public Service Commission, which will weigh the request, hear public input, and decide whether the increase is justified. Utility leaders say the higher rates are needed to support continued growth, maintain infrastructure, and upgrade the electric grid as demand increases across the state.But for some Lowcountry residents, the concern is not just about what’s coming — it’s about what they’re already paying.“


View: https://youtu.be/rDCqe6VnDHI
 

"Senators Demand to Know How Much Energy Data Centers Use (wired.com)13​

Posted by BeauHD on Thursday March 26, 2026 @06:00PM from the show-us-the-meter dept.
Elizabeth Warren and Josh Hawley are pressing the Energy Information Administration (EIA) to provide better information on how much electricity data centers actually use. In a joint letter sent to the EIA on Thursday, the two senators press the agency to publicly collect "comprehensive, annual energy-use disclosures" on data centers, saying it's "essential for accurate grid planning and will support policymaking to prevent large companies from increasing electricity costs for American families." Wired reports:In December, EIA administrator Tristan Abbey said at a roundtable that he expects the EIA "is going to be an essential player in providing objective data and analysis to policymakers" with respect to data centers. The agency announced on Wednesday that it would be conducting a voluntary pilot program to collect energy consumption information from nearly 200 companies operating data centers in Texas, Washington, and Virginia, which will cover "energy sources, electricity consumption, site characteristics, server metrics, and cooling systems."

While the senators praise the EIA pilot program, their letter includes several questions about how the agency plans to move forward with more data collection, such as whether or not the energy surveys will be mandatory and whether or not the EIA will collect information on behind-the-meter power. This information will be especially crucial, the senators say, to make sure that big tech companies that signed the agreement at the White House earlier this month pledging that consumers won't bear the costs of data center electricity use will stick to their promises. "Without this data, policymakers, utility companies, and local communities are operating in the dark," the senators write.

The EIA mandates that other industries, including oil and gas and manufacturing, provide regular data to the agency; Hawley and Warren assert that the EIA should be able to collect similar information from data centers under the same provision. The provision is broad enough, Peskoe says, that it could absolutely be interpreted to encompass data centers.Yesterday, Senator Bernie Sanders and Rep. Alexandria Ocasio-Cortez announced a bill that would "enact a reasonable pause to the development of AI to ensure the safety of humanity." It calls for a federal moratorium on AI data centers until stronger national safeguards are in place around safety, jobs, privacy, energy costs, and environmental impact."
 
erek said:

"Senators Demand to Know How Much Energy Data Centers Use (wired.com)13​

Posted by BeauHD on Thursday March 26, 2026 @06:00PM from the show-us-the-meter dept.
Elizabeth Warren and Josh Hawley are pressing the Energy Information Administration (EIA) to provide better information on how much electricity data centers actually use. In a joint letter sent to the EIA on Thursday, the two senators press the agency to publicly collect "comprehensive, annual energy-use disclosures" on data centers, saying it's "essential for accurate grid planning and will support policymaking to prevent large companies from increasing electricity costs for American families." Wired reports:In December, EIA administrator Tristan Abbey said at a roundtable that he expects the EIA "is going to be an essential player in providing objective data and analysis to policymakers" with respect to data centers. The agency announced on Wednesday that it would be conducting a voluntary pilot program to collect energy consumption information from nearly 200 companies operating data centers in Texas, Washington, and Virginia, which will cover "energy sources, electricity consumption, site characteristics, server metrics, and cooling systems."

While the senators praise the EIA pilot program, their letter includes several questions about how the agency plans to move forward with more data collection, such as whether or not the energy surveys will be mandatory and whether or not the EIA will collect information on behind-the-meter power. This information will be especially crucial, the senators say, to make sure that big tech companies that signed the agreement at the White House earlier this month pledging that consumers won't bear the costs of data center electricity use will stick to their promises. "Without this data, policymakers, utility companies, and local communities are operating in the dark," the senators write.

The EIA mandates that other industries, including oil and gas and manufacturing, provide regular data to the agency; Hawley and Warren assert that the EIA should be able to collect similar information from data centers under the same provision. The provision is broad enough, Peskoe says, that it could absolutely be interpreted to encompass data centers.Yesterday, Senator Bernie Sanders and Rep. Alexandria Ocasio-Cortez announced a bill that would "enact a reasonable pause to the development of AI to ensure the safety of humanity." It calls for a federal moratorium on AI data centers until stronger national safeguards are in place around safety, jobs, privacy, energy costs, and environmental impact."
Click to expand...

"US inflation will surge to 4.2% on energy shock​

The Middle East crisis will fuel a surge in US inflation to 4.2 per cent this year, the highest in the G7, according to an OECD forecast that highlights the cost of the US-Israeli war with Iran.The Paris-based organisation predicted that energy price rises would sharply increase inflation around the world, with “significant downside risks” to growth if disruptions to energy exports worsened.While the OECD expects US inflation to jump from 2.6 per cent in 2025, countries including China, South Korea and India also face a sharp increase in price growth because of the energy shock.“The breadth and duration of the conflict are very uncertain, but a prolonged period of higher energy prices will add markedly to business costs and raise consumer price inflation, with adverse consequences for growth,” the organisation predicted in its interim economic outlook.Rising pressure on consumers would hurt US economic growth, which is expected to slow to 2 per cent this year and 1.7 per cent in 2027, the OECD said. Global growth is forecast to slow from 3.3 per cent last year to 2.9 per cent in 2026, before picking up to 3 per cent next year."

https://www.ft.com/content/e8bcac46-eba1-4985-be31-fc913186895f?syn-25a6b1a6=1
 
Yhis end with us not even having power to talk to the AI other then certain time slots or something.... Because when the grid hits capacity you know they're not shutting these things down they are killing power to citys/whole states to keep a data center up
 
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tunatime said:
Yhis end with us not even having power to talk to the AI other then certain time slots or something.... Because when the grid hits capacity you know they're not shutting these things down they are killing power to citys/whole states to keep a data center up
Click to expand...

Without a doubt. If people complain that data centres are getting priority they'll just establish it as a national security infrastructure and determine that it must be kept powered at all costs. It'll be another "too big to fail" thing that the public will be forced to shoulder the burden of. The government will force them to spend some money on power generation but they'll skate clear of the maintenance costs and infrastructure upgrades I feel. The generation bit will be the news story that gets voters to stop nagging their representatives while the infrastructure will skate under the radar.
 
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Ididar said:
Without a doubt. If people complain that data centres are getting priority they'll just establish it as a national security infrastructure and determine that it must be kept powered at all costs. It'll be another "too big to fail" thing that the public will be forced to shoulder the burden of. The government will force them to spend some money on power generation but they'll skate clear of the maintenance costs and infrastructure upgrades I feel. The generation bit will be the news story that gets voters to stop nagging their representatives while the infrastructure will skate under the radar.
Click to expand...

View: https://www.youtube.com/watch?v=NnY8wvyBNy0
 

"Half of Planned US Data Center Builds Have Been Delayed or Canceled7​

Posted by BeauHD on Friday April 03, 2026 @12:00PM from the supply-and-demand dept.
Despite hundreds of billions of dollars in investment, nearly half of planned U.S. data center projects are being delayed or canceled. "One major reason behind these setbacks is the availability of key electrical components -- such as transformers, switchgear, and batteries -- that are used both at data center sites and outside of them," reports Tom's Hardware. "Meanwhile, grid infrastructure is also stressed by electric vehicles and electrified heating systems." Tom's Hardware reports:Approximately 12 gigawatts (12 GW) of data center capacity is expected to come online in the U.S. in 2026, according to data by market intelligence firm Sightline Climate cited by Bloomberg. Yet only about one-third of that capacity is currently under active construction because of various constraints.

Electrical infrastructure represents less than 10% of total data center cost, but it is as vital as compute hardware. A delay in any single element of the power chain can halt the entire project, which makes transformers, switchgear, and similar devices critical items despite their relatively small share of CapEx. Due to high demand, lead times for high-power transformers have expanded dramatically in the U.S.: delivery typically took 24 to 30 months before 2020, but waiting periods can stretch to as long as five years today, according to Sightline Climate cited by Bloomberg. For AI data centers, this is a catastrophe as their deployment cycles are under 18 months.

To address shortages, companies are turning to global markets. As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. At the same time, imports of high-power transformers from China surged from fewer than 1,500 units in 2022 to more than 8,000 units in 2025 through October, according to Wood Mackenzie data cited by Bloomberg. The volatility of exports from China does not end with transformers, as the PRC accounts for over 40% of U.S. battery imports, while its share in certain transformer and switchgear categories remains near 30%, according to Bloomberg."
 

“Investors press Amazon, Microsoft and Google on water, power use in US data centers​

Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community ‌opposition and now the companies are coming under shareholder pressure over the environmental impact of their projects.

More than a dozen investors are cranking up the ‌heat on companies ahead of annual shareholder meetings this spring, seeking more data on the tech giants' water usage and conservation efforts as they seek to expand their computing power, according to interviews with Reuters.

Trillium Asset Management, a Boston-based firm with more than $4 billion in assets under management, filed a resolution with Alphabet in December seeking clarity on how it will meet existing climate goals given the surging energy needs of its data centers, Andrea Ranger, director of shareholder advocacy, said in an interview.“

Source: https://finance.yahoo.com/sectors/t...vestors-press-amazon-microsoft-124030449.html
 
erek said:

“Investors press Amazon, Microsoft and Google on water, power use in US data centers​

Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community ‌opposition and now the companies are coming under shareholder pressure over the environmental impact of their projects.

More than a dozen investors are cranking up the ‌heat on companies ahead of annual shareholder meetings this spring, seeking more data on the tech giants' water usage and conservation efforts as they seek to expand their computing power, according to interviews with Reuters.

Trillium Asset Management, a Boston-based firm with more than $4 billion in assets under management, filed a resolution with Alphabet in December seeking clarity on how it will meet existing climate goals given the surging energy needs of its data centers, Andrea Ranger, director of shareholder advocacy, said in an interview.“

Source: https://finance.yahoo.com/sectors/t...vestors-press-amazon-microsoft-124030449.html
Click to expand...
Why would shareholders care about climate change? Sounds like bullshit to me.
 
DukenukemX said:
Why would shareholders care about climate change? Sounds like bullshit to me.
Click to expand...

Some investors do if they're in it for the long term. If you're investing your money long term you want people addressing all aspects of risk and climate change is one of those risks. High water usage, in drought conditions, can lead to problems running the data centre. The only folks who don't care about long term risks are the ones who just are in it for a quick buck and move on.
 
Climate change died overnight, when the save planet weenies wanted Ai more then anything. They can't build NAT GAS power plants fast enough.
Memory, GPUs, storage, all is meaningless because POWER is what is holding everything up. When they first can out with the power demands for the Ai data centers, I literally laughed just like this.

enor.com%2FL7MsLUg_uicAAAAM%2Faustin-powers-drevil.gif
 
Last edited:
Save the planet people wanted AI? Really? The only people who really want AI are the people selling AI.
 
Ididar said:
Save the planet people wanted AI? Really? The only people who really want AI are the people selling AI.
Click to expand...
mullet said:
Climate change died overnight, when the save planet weenies wanted Ai more then anything. They can't build NAT GAS power plants fast enough.
Memory, GPUs, storage, all is meaningless because POWER is what is holding everything up. When they first can out with the power demands for the Ai data centers, I literally laughed just like this.

View attachment 795808
Click to expand...
Ameresco CEO George Sakellaris discusses AI's impact on global capital flows, energy infrastructure solutions and the massive energy demand from data centers on ‘The Claman Countdown.’


View: https://www.youtube.com/watch?v=ffjjiGwaf_8

1775575744245.png
 

“Low-voltage utility elections face surge of attention as electricity bills rise​


TEMPE, Ariz. (AP) — Rising household electricity prices and controversy over data centers are reshaping low-profile elections for control over utilities that build power plants and power lines — and then bill people for the cost.
The tensions played a prominent role during last year’s elections in Georgia, New Jersey and Virginia, and now they’re sweeping through Arizona and Alabama, where once-sleepy contests are becoming political brawls.”

https://apnews.com/article/energy-p...zona-alabama-c4c3719bf4d7ccf6f2c85373ddee1e40
 

“Anthropic Reveals $30 Billion Run Rate, Plans To Use 3.5GW of New Google AI Chips​

BeauHD 2 hours ago		18
Anthropic says its annualized revenue run rate has surpassed $30 billion and disclosed plans to secure roughly 3.5 gigawatts of next-generation Google TPU compute starting in 2027. Broadcom will supply the key chips and networking gear for the effort, the company announced. The Register reports: News of the two deals emerged today in a Broadcom regulatory filing that opens with two items of news. One is a "Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units ("TPUs") for Google's future generations of TPUs." Google and Broadcom have collaborated to produce custom TPUs. Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don't have the skill to create custom accelerators and predicted Broadcom's chip business will therefore win over $100 billion of revenue from AI chips in 2027 alone.

Working on next-gen TPUs for Google will presumably help to make that prediction a reality. So will the second part of Broadcom's announcement: a "Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google's next-generation AI racks through up to 2031." Broadcom's filing also revealed one user of Google's next-gen TPU will be Anthropic, which starting in 2027, "will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic."”
 
  • “New data centers in eastern Wisconsin require a massive network of new power lines costing over $2 billion.
  • Tech giants like Microsoft and Meta have pledged to pay for the new power lines their data centers require.
  • Without this plan, ratepayers could face hundreds of millions in extra costs before the data centers are fully operational.
As artificial intelligence data centers are being built in Wisconsin, so too is a massive network of new power lines to serve them.

American Transmission Co. is seeking more than $2 billion in transmission projects that will help serve Microsoft's massive Mount Pleasant campus, Vantage's project in Port Washington and a data center in Beaver Dam built by Meta, parent company of Facebook and Instagram.“

https://www.jsonline.com/story/mone...r-data-center-transmission-costs/89212761007/
 
erek said:
  • “New data centers in eastern Wisconsin require a massive network of new power lines costing over $2 billion.
  • Tech giants like Microsoft and Meta have pledged to pay for the new power lines their data centers require.
Click to expand...
I don't live in Wisconsin, but they fucking better pay for it. Power company wanted like 45k to bring power to my in-laws farm and that was like a few hundred feet, way less copper, and a significantly less of a draw on resources... they do use more water than a normal household but power wise not so much... needless to say they can't really afford 45k, or are content to not pay it, so they run gas generators instead
 
So in the effort to improve our lives with AI we destroy our lives by using up all the available drinking water to cool the data centers run via AI (ignoring the impact on the electrical grid). Sounds like a solid plan to myself (areas of unregulated Texas and Arizona face severe crunch for water and electricity despite accepting new data centers).
 

“Maine Set To Become First State With Data Center Ban​

BeauHD 5 minutes ago		0
Maine is on track to become the first U.S. state to impose a temporary statewide ban on new data center construction. "Lawmakers in Maine greenlit the text of a bill this week to block data centers from being built in the state until November 2027," reports CNBC. "The measure, which is expected to get final passage in the next few days, also creates a council to suggest potential guardrails for data centers to ensure they don't lead to higher energy prices or other complications for Maine residents." From the report: Maine's bill has a few steps to go through before becoming law, notably whether Gov. Janet Mills will exercise her veto power. Mills asked lawmakers to include an exemption for several areas of the state where data center construction could continue. However, an amendment to do so was stuck down in the House, 29 to 115. Complicating Mills' decision is her campaign to become Maine's next senator. Mills is facing off against Graham Platner, an oyster farmer, in a high-profile Democratic primary. Platner is leading Mills in most recent polls by double digits.”
 
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