Artificial intelligence: Supply chain constraints and energy implications
AI systems are responsible for a rapidly increasing share of global data center power
demand. It can be estimated that, as of 2025, AI systems represent up to 20% of data
center power demand. Because of increasing production capacity in the AI hardware
supply chain, AI systems could be responsible for almost half of data center power
demand by the end of 2025. This rapid growth could exacerbate dependence on fossil
fuels and undermine climate goals.