That is going from 1.5% of global electricity use to 3%.
It is less than I expected.
Maybe if AI does work out better than expected for knowledge work or becomes applicable to robotics and fields like construction, we are going to see a larger buildout.
> It is less than I expected.
I suspect this is because of the word "global". Are not most of these currently planned specifically for the USA? Sure, the USA has a disproportionate use of electricity, but IIRC it's like 16% (1/6th) of global?
3% of global electricity is roughly the same as 18% of US electricity; a bit less because not all the new DCs will be in the US, but that's something that I consider with regards to the economics and why I'm bearish on this topic, as I think it will be a case of Dutch disease in the USA: https://en.wikipedia.org/wiki/Dutch_disease
Weird how all these concerns can simply go away if they just simply shared the information the public wants (water usage, sound generation, power usage) rather than refuse to do so.