Want to see what data center demand has done to power demand forecasts in just 12 months? Check out PJMs forecast for summer and winter peaks in 2025 compared to 2024. The difference between the 2032 forecast this year and last year is almost 40,000 MW. 🔌💡 - ThreadSky

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kevindstevens.com • 33 days ago

Want to see what data center demand has done to power demand forecasts in just 12 months?

Check out PJMs forecast for summer and winter peaks in 2025 compared to 2024.

The difference between the 2032 forecast this year and last year is almost 40,000 MW. 🔌💡

Comments

elmobronowski.bsky.social•32 days ago

Now the hard question: is this an indicator of what data centers will actually use in 2032, or of how much tech bros talking up their stock can mess with power usage forecasts?

kevindstevens.com•32 days ago

Tech has historically always found a way to become more efficient. I think that’s what happens here. DeepSeek is a good example if it’s all true which is up in the air.

elmobronowski.bsky.social•32 days ago

do you know its relative power consumption? I'm trying to look that up but hard to find numbers

joespizza2go.bsky.social•33 days ago

My very not based in any analysis take is AI will prove to be iterative vs revolutionary but will result in a dramatic acceleration of green energy adoption?

shreyassudhakar.com•32 days ago

Do off peak projections look worse?

jamiedemarco.bsky.social•32 days ago

Thanks for sharing

PJM is also controlled by the utilities and thermal power plant owners who have a strong incentive to project skyrocketing demand

They are using this graph in Maryland to try and convince lawmakers to build a new gas plant

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