AI 붐, 미국 전력 인프라 1100억달러 확충 촉진

AI BOOM FUELS $110BN U.S. POWER BUILDOUT AMERICA’S DATA CENTER BOOM WILL REQUIRE $110 BILLION TO ADD 45GW OF POWER CAPACITY THROUGH 2030, ACCORDING TO MOODY’S. MORE THAN 30GW IS EXPECTED TO COME FROM NATURAL GAS, REQUIRING AN EXTRA 4 BILLION CUBIC FEET OF GAS SUPPLY. DATA CENTERS COULD CONSUME 10% OF U.S. ELECTRICITY BY 2030, AS AI AND CLOUD DEMAND RAPIDLY RESHAPE THE POWER MARKET. ...