为智能赋能—人工智能和数据中心能耗分析（英）

2024 White PaperPowering IntelligenceAnalyzing Artificial Intelligence and Data Center Energy Consumption143222532 | Powering Intelligence May 2024EXECUTIVE SUMMARYKey Messages• In the United States, powering data centers, providing clean energy for manufacturing, supporting industrial onshoring, and electrifying transporta-tion are driving renewed electric load growth. Clusters of new, large point loads are testing the ability of electric companies to keep pace. • Data centers are one of the fastest growing industries worldwide. Between 2017 and 2021, electricity used by Meta, Amazon, Microsoft, and Google—the main providers of commercially available cloud computing and digital services—more than doubled. • A fundamental uncertainty in projecting data center load growth comes from the broad emergence of artificial intelligence (AI) technologies in business and daily life—punctuated by the explosion into public consciousness of gen-erative AI models, such as OpenAI’s ChatGPT, released in November 2022. While AI applications are estimated to use only 10%–20% of data center electricity today, that percentage is growing rapidly. • AI models are typically much more energy-intensive than the data retrieval, streaming, and communications applications that drove data center growth over the past two decades. At 2.9 watt-hours per ChatGPT request, AI que-ries are estimated to require 10x the electricity of traditional Google queries, which use about 0.3 watt-hours each; and emerging, computation-intensive capabilities such as image, audio, and video generation have no precedent. • To provide an early assessment of potential data center load growth at the national level, EPRI has developed low, moderate, high, and higher growth scenarios for data center loads from 2023 to 2030. Data centers grow to consume 4.6% to 9.1% of U.S. electricity generation annually by 2030 versus an estimated 4% today. • While the national-level growth estimates are significant, it is even more striking to consider the geographic concentration of the industry and the local challenges this growth can create. Today, fifteen states account for 80% of the national data center load, with data centers estimated to comprise a quarter of Virginia’s electric load in 2023. Concentration of demand is also evident globally, with data centers projected to make up almost one-third of Ireland’s total electricity demand by 2026. • With the shift to cloud computing and AI, new data centers are growing in size. It is not unusual to see new centers being built with capacities from 100 to 1000 megawatts—roughly equivalent to the load from 80,000 to 800,000 homes. Connection lead times of one to two years, demands for highly reliable power, and requests for power from new, non-emitting generation sources can create local and regional electric supply challenges. • EPRI highlights three essential strategies to support rapid data center expan-sion:1. Data center efficiency improvements and increased