“Datacenter power capacity growth will accelerate from a 12-15% CAGR to a 25% CAGR over the next few years. Global Datacenter Critical IT power demand will surge from 49 Gigawatts (GW) in 2023 to 96 GW by 2026, of which AI will consume ~40 GW.”
Founder and Chief Analyst, SemiAnalysis; lead author of 'AI Datacenter Energy Dilemma – Race for AI Datacenter Space' with Daniel Nishball and Jeremie Eliahou Ontiveros
Said Mar 13, 2024Deadline Dec 31, 2026SemiAnalysis, 'AI Datacenter Energy Dilemma – Race for AI Datacenter Space', March 13, 2024
Deadline is end-2026. SemiAnalysis itself later claimed the forecast 'proved very accurate'; final resolution requires 2026 full-year global critical IT power capacity data.