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Forbes Daily Briefing

Why America’s Power Grid Will Be Able To Withstand The $2.5 Trillion A.I. Datacenter Building Boom

Forbes Daily Briefing

Forbes

Careers, Entrepreneurship, News, Business

4.612 Ratings

🗓️ 20 December 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Tech giants want to double A.I. electricity consumption in 5 years by enough to power more than 30 million homes. America can do it.

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Transcript

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0:00.0

Here's your Forbes Daily Briefing for Saturday, December 20th. Today on Forbes, why America's

0:08.2

power grid will be able to withstand the $2.5 trillion AI data center building boom. Between now and

0:17.3

2030, the giants of AI, like OpenAI, Google, Microsoft, Amazon, and Meta,

0:23.6

aimed to more than double the computing power dedicated to growing and operating their

0:28.3

non-human minds.

0:30.3

They currently use about 40 gigawatts of power, enough for 30 million homes.

0:36.1

The cost of this ambition will be astronomical. about $50 billion per gigawatt of computing

0:42.1

power built for a total of $2.5 trillion over the next five years alone.

0:48.5

Roughly 80% of that will go to buy GPUs made by the likes of Nvidia and AMD. The rest, some $500 billion, will provide the

0:58.0

energy via new power plants and transmission lines. At the trajectory these hyperscalers are on,

1:05.5

Goldman Sachs figures that by 2030, American data centers will consume 500 terawatt hours per year, more than 10% of total

1:14.7

domestic electricity. Zach Krause, an analyst at East Daily, a Denver Energy consultancy,

1:21.2

says, quote, I think we should already be raising the alarm on the potential for facilities

1:25.9

to complete construction, but be without

1:28.3

power in 2028 and 29. I hope they don't march into a wall. Some already have. In Oregon, Amazon

1:38.0

Data Services has filed a complaint against Berkshire Hathaway subsidiary, Pacific Corp, which has refused

1:43.9

to provide power

1:44.8

to energize some of Amazon's $30 billion in data center investments there.

1:50.2

In Santa Clara, California, two 50 megawatts centers developed by digital realty and stack

1:56.0

infrastructure are ready to go, but can't get electricity until Silicon Valley power completes $450 million

2:03.1

in grid upgrades, not expected until 2028 or later. Faced with new demand for 30 gigawatts

2:11.4

of power, utility AES in Ohio told developers they had to enter into long-term contracts to buy 85% of the power they

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