As the AI boom accelerates, technology companies are signaling a sharp rise in electricity demand to serve projected data center growth—but how much of this growth is real, and how much is driven by speculation? In the face of uncertainty, utilities are fast-tracking new gas infrastructure, putting climate targets and rate payers at risk.
This paper provides perspective on the AI boom and its energy and risk implications and offers a practical framework through which investors, technology companies, and utilities can work together to evolve best practices and drive clean energy solutions aligned with grid decarbonization.
