Скачать или смотреть AI Power Surge Capex and ASIC Adoption Drive Power Demand

AI Power Surge Capex and ASIC Adoption Drive Power Demand.
The analysts significantly raise their 2030 AI power demand projection to 90 GW (up from 75 GW), driven by higher-than-expected hyperscaler capital expenditures from companies like Amazon and Google, as well as the increasing adoption of Application Specific Integrated Circuits (ASICs) over GPUs. This projected power surge also leads to an increased forecast for natural gas consumption, anticipated to reach 11 Bcf/d by 2030. Crucially, the report suggests that grid constraints and supply chain issues for heavy-duty gas turbines will force data center developers to increasingly utilize more expensive, but faster-to-deploy, Behind The Meter (BTM) power generation.