Jensen Huang Says AI Needs 1,000x More Power as US Data Center Demand Hits 66 GW by 2027
Updated
Updated · Yahoo Finance · Jul 29
Jensen Huang Says AI Needs 1,000x More Power as US Data Center Demand Hits 66 GW by 2027
3 articles · Updated · Yahoo Finance · Jul 29
Summary
Jensen Huang told a Stanford class in May that AI computing will likely need 1,000 times more power than is available now, framing the scale of future energy demand.
Goldman Sachs projects U.S. data-center electricity demand will more than double to 66 gigawatts in 2027 from 31 GW in 2025, lifting the sector's share of national power use above 8% from just over 4%.
Bloom Energy estimates AI could consume as much as 12% of U.S. electricity by 2030, suggesting the current buildout would still be an early stage.
GE Vernova is positioned to benefit because its natural-gas turbines can power data centers on-site, avoiding long grid-connection delays and matching operators' need for scalable generation.