A leading consultancy, Bain and Company is painting a dire energy picture in the United States, saying that the late 2022 breakthrough in generative Artificial Intelligence and the ensuing data center boom "blindsided" utilities just as demand was also rising because of "repatriated manufacturing, industrial policy, and vehicle electrification."
Bain added that "U.S. energy demand could outstrip supply within the next few years" and that meeting demand would require utilities to boost annual generation by up to 26% by 2028.
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John Mills ✉
Col. John Mills, ret., served 33 years in the Army and also as a senior civilian in government and at national security-related think tanks. He is the former director of cybersecurity policy in the Office of the Secretary of Defense.