AI BY SECTOR / Energy & infrastructure

The physical footprint of AI

EPOCH AI · INFRASTRUCTURE

The machines behind the models

Where AI capacity is concentrated

Twelve largest covered sites by estimated IT power · MW

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Covered sites only · capacity estimates, not electricity use

New compute shipped each quarter

Estimated shipments · millions of H100 equivalents

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Source estimates · incomplete and future periods excluded

REPORTED STUDIES & ESTIMATES

The evidence in detail

Energy-system estimates and forward projection

All data-centre electricity consumption

TWh per year
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All data centres · 2025 estimate / 2030 projection

Energy-system estimates and forward projection

Estimated electricity consumption growth in 2025

% year-on-year
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Estimated annual growth · different populations

BROADER CONTEXT

Across the industry

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Statvero