《金融时报》分析指出，美国电网因AI数据中心电力需求激增而面临巨大压力。预计到2028年，AI数据中心将新增约44吉瓦电力需求，但受限于电网基础设施瓶颈，仅能满足25吉瓦，导致约19吉瓦（占40%）的电力缺口，引发行业担忧。
谷歌与电力公司签署协议，通过需求响应计划减少AI数据中心在高峰期的电力消耗。该计划将调整机器学习工作负载，预计2023年启动，可缓解电网压力并减少新电厂建设需求。国际能源署预测，到2030年AI数据中心能耗可能增长四倍，接近日本当前用电量。谷歌此前已通过类似方案成功减轻电网负担，科技公司正积极寻求核能、可再生能源等解决方案应对电力需求激增。
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