AI is not an app. It's an infrastructure shift. And like all infrastructure, it bends to physics, financing, and politics, not press releases.
By 2030, some AI data centers will run on 100% renewables. But most won’t. The real transition will be messy, hybrid, and regional. Nuclear and geothermal will fill gaps. LDES might get there in the second half of the decade. Efficiency will help, but not reverse the curve.
This isn’t failure. It’s the truth of systems engineering. And the sooner we adapt our strategy to reality, the faster we get to real progress.
no.
AI is not an app. It's an infrastructure shift. And like all infrastructure, it bends to physics, financing, and politics, not press releases.
By 2030, some AI data centers will run on 100% renewables. But most won’t. The real transition will be messy, hybrid, and regional. Nuclear and geothermal will fill gaps. LDES might get there in the second half of the decade. Efficiency will help, but not reverse the curve.
This isn’t failure. It’s the truth of systems engineering. And the sooner we adapt our strategy to reality, the faster we get to real progress.
Data centers will always be powered by a mix of energy sources. We need to ensure that renewables can be a bigger part of the mix going forward.
Nope. Renewable energy running anything solo is about as realistic as AI becoming sentient.
100% renewable might be ambitious but worth striving for.