AI’s Volatile Power Use Quietly Tests Grid Limits

The rapid expansion of artificial intelligence infrastructure is typically framed as an energy problem. Data centers are projected to consume a growing share of global electricity demand: The International Energy Agency estimates they could account for 3 to 4 percent of total global consumption within this decade. Utilities are already adjusting long-term forecasts to accommodate anticipated growth from hyperscale facilities and high-density compute clusters. This framing captures scale. It…