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[Bernstein: AI data centers will drive U.S. electricity demand to grow at a compound annual rate of 4% until 2030] On October 12, a research report from Bernstein pointed out that driven by an unprecedented surge in the construction of AI data centers, U.S. electricity demand is expected to continue to grow at a compound annual growth rate of 4% until 2030. In the report, analysts at the bank raised the company's long-term power growth forecast to 4% from the previous 3%, predicting that new power demand in the United States will be approximately 1,000 terawatt hours (TWh) between 2025 and 2030. Among them, data centers are expected to bear more than half of the new load.
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