Bayesian Life

Hossein

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Updating beliefs on money, mood, and metabolism

20/10/2025

AI POWER PLAYERS: Investing in the Infrastructure Behind the Data Economy

A single, large-scale AI data center campus can now demand several gigawatts of power — enough electricity to run a small city. This staggering consumption is no longer a distant forecast; it is the new reality of the digital economy, and it is sending shockwaves through the global energy system. The AI revolution has ignited a voracious and unprecedented demand for electricity. Projections indicate that U.S. data center grid-power demand will nearly triple by 2030, a trend mirrored globally, where demand is expected to double in the same timeframe.

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Updating beliefs on money, mood, and metabolism

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