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Global AI compute requirements could reach 200 gigawatts by 2030, 100 gigawatts in the US.

Bain & Company · made September 2025 · target Dec 2030 · Open

Bain's analysis suggests that the total global compute requirements could reach 200 gigawatts by 2030. In the US alone, total demand could reach 100 gigawatts by that time
Bain & Company, How Can We Meet AI's Insatiable Demand for Compute Power? (Bain Technology Report 2025)

The prediction

Who
Bain & Company
Made
September 2025
Target
Dec 31, 2030 (stated as "by 2030")
Status
Openin 4 years
Source
How Can We Meet AI's Insatiable Demand for Compute Power? (Bain Technology Report 2025) Primary: their own words
Topics
Compute

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Sources: the source linked on each prediction, checked weekly; outcomes judged on the evidence linked. Logos via logo.dev; trademarks belong to their owners.

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