The AI Boom Is Testing America's Power Grid
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The AI Boom Is Testing America's Power Grid
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Can the United States build enough power infrastructure to sustain the AI boom?
Serguei Netessine, Wharton's Senior Vice Dean for Innovation and Global Initiatives, examines the unprecedented electricity demand created by AI data centers and hyperscalers. He explains how rapid growth in computing power is testing an aging grid, reshaping infrastructure investment, and raising urgent questions about energy policy.
Netessine also explores the potential role of energy storage, flexible computing, utility regulation, and industrial electricity pricing. He considers what happens when data centers build their own power supply and why coordinated action is essential for the United States to remain competitive in AI.
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