목차
About This Report iii
Summary v
Figures and Tables vii
CHAPTER 1 1
Projecting Power Requirements for AI Data Centers 1
Total Power Requirements for AI Infrastructure in the United States 1
Power Requirements for AI Training 4
Limitations of Extrapolations 5
CHAPTER 2 7
Challenges for Rapid AI Data Center Construction in the United States and Their Implications 7
Geopolitical Implications 8
Potential Options to Limit National Security Risks of Compute Exports 9
Suggestions for Future Research 9
APPENDIX A 12
Approach, Methods, and Sources 12
APPENDIX B 17
Limitations of Estimates 17
Abbreviations 20
Bibliography 21
Figures
Figure 1.1. Estimates of Data Center Power Capacity Required to Host All AI Chips, 2024–2030 2
Figure 1.2. Extrapolation of the Power Required for the Data Center Hosting the Largest AI Training Run 5
Tables
Table A.1. SemiAnalysis Data on AI Data Center Power Demand 13
Table A.2. AI Data Center Power Demand Data for Estimate Based on Growth in AI Chip Supply 13
Table A.3. AI Data Center Power Demand Data from Goldman Sachs 14
Table A.4. AI Data Center Power Demand from McKinsey 14
