Renewables Alone Cannot Power AI Infrastructure

For decades, U.S. electricity demand grew at a predictable, modest pace. Utilities could plan around gradual increases driven by population growth and economic activity. But that era is over. A dramatic shift is underway, one that could define the next decade of energy infrastructure—and investment opportunity. At the heart of this transformation lies the exponential growth of artificial intelligence (AI) and its insatiable appetite for electricity. The AI Boom’s Hidden Cost: Electricity The rise of AI-powered tools—especially…