Picture, if you will, a US-focused senior consultant at a global professional services firm. You are one of as many as 100,000 staff in your market, part of a multi-billion dollar business line, tasked with parsing complexity for clients, and creating a path forward. For the sake of storytelling, let’s call you Nate Bateleur.
Today I published my annual decarbonization presentation. You can view it here: https://www.nathanielbullard.com/presentations
Much like Janet Jackson, we like to have a lot of control — and in information-dense arenas, like energy, we absolutely love it. So today, we’re excited to share the love and introduce some new controls that allow Alerts subscribers (sign up here) to customize their Alerts preferences via an updated console (you must have a Halcyon account to view).
End-of-year wraps often recap what happened over the last 365 days and make predictions about what will happen over the next 365. In our world at the intersection of energy and AI, we’ve seen enough to know that even the most well-informed predictions can fall short — and, much like a bad email, the world doesn’t need another “what we learned” post. Instead, for our concluding edition of Machine Readable, we’re going to anchor on the state of play in energy right now.
If you care about energy, or technology, the growth in electricity demand from data center operations is inescapable. If you care about both, it is elemental. AI-driven data center demand is a, if not the, main driver of electricity demand growth in many US electricity markets, and is one of the prime movers of global electricity demand growth this decade. The combined capital expenditures to develop AI from the four ‘hyperscalers’ (Alphabet, Amazon, Meta and Microsoft) will exceed $200 billion...
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