Global electricity consumption driven by artificial intelligence chips is forecast to reach approximately 315 gigawatts by 2033. This projected total represents a massive expansion of more than 1,100% compared to anticipated 2025 levels.
The United States is positioned to lead this global growth, accounting for roughly 64% of the total new energy demand. Specifically, the domestic portion of this AI-driven requirement is expected to total approximately 200 gigawatts over the next decade.