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Panel: From forecast to reality - Mapping long-term data center power demand
All forecasts show phenomenal growth in US data center power requirements, with the sector set to make up an ever more significant portion of total national electricity consumption. With the face of AI rapidly evolving, with what degree of confidence can we forecast a longer-term outlook that aligns with traditional energy industry planning and investment horizons?
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How will 3–5-year AI training vs. inference load curves, and the rise of mega-watt class racks reshape demand?
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Where do data centers fit within broader U.S. load growth?
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Are “distributed AI campuses” the next siting trend?
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What role will BYOP and storage play and how will this impact grid demand?
Chairperson
