Understanding Technologies Driving Data Center Demand
The projections for demand from data centers can vary drastically and continue to skyrocket in some areas of the country. Examine what’s driving the dramatic increase in interconnection requests coming from data centers, how much is attributable to the rise in use of artificial intelligence, and what may happen with electric demand when technology and the AI industry continues to evolve. Discuss the uncertainty related to data center forecasts and how much is known and still unknown about phantom loads, the ongoing evolution of chips, cooling efficiencies, approaches to AI training, the competitive dynamics of the AI industry, and likelihood of failure. Understand the differences between training models and inference applications and what that means for load requirements. Evaluate the potential risks and opportunities AI poses to utilities, including demands on infrastructure and long-term financial health.
Topics:
- How utilities are preparing for projected power demand from data centers
- The distinction between typical data centers and AI-driven data centers in terms of load and goals
- Where AI is headed next and what it could mean for demand and energy efficiency
- Recent regulatory filings and decisions that could shape AI’s evolution
- Potential utility applications for AI, including forecasting locational demand, integrating variable resources, improving situational awareness, and increasing efficiency of transmission systems