EconomyAI’s real bottleneck is electricity. Who will pay for it?
Amazon and Google have signed long-term deals for nuclear power to support their AI ambitions, relying on existing reactors and added generating capacity rather than new plants. Efficiency gains have not reduced total electricity demand, and global data centre demand is projected to more than double to about 945 terawatt-hours by 2030. Nuclear supply takes time to expand, raising questions about who bears the cost.
AI’s real bottleneck is electricity. Who will pay for it?
Economy