While the demand for additional electricity over the past 20 years has been in the range of a few percent per year, AI and data centers will need an estimated 13% to 15% more per year alone for their power-hungry infrastructure.
Meeting this demand will require a mix of energy sources to provide reliable 24/7 baseline electrical power including nuclear, natural gas, and clean coal.
Nuclear plants which currently produce about 19% of the country’s electricity must be substantially increased, an imperative made even more crucial as about 20 gigawatts of fossil fuel power were scheduled to retire over the next two years under the Biden administration — enough to power 15 million homes — including a large natural-gas plant in Massachusetts that serves as a crucial source of electricity in cold snaps.
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