# AI could eat 12% of the US grid by 2028 — the bottleneck is electricity

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2025-07-01
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** Superintelligence Needs The Supercloud Why the AI Revolution... \| PMLS 2025 \| Day 3 \| Open Source AI (Blockworks)
- **Watch at:** 00:01:28 — https://www.youtube.com/watch?v=FBHsD1bgtvc&t=88s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2025-07-01-ai-could-eat-12-of-the-us-grid-by-2028-the-bottlen-o3xz/
- **Cite as:** Greg Osuri, "AI could eat 12% of the US grid by 2028 — the bottleneck is electricity," Superintelligence Needs The Supercloud Why the AI Revolution... \| PMLS 2025 \| Day 3 \| Open Source AI (Blockworks), 1 Jul 2025, 00:01:28. https://www.youtube.com/watch?v=FBHsD1bgtvc&t=88s

## Quote — verbatim

> In 2023, US data centers consumed 176 terawatt hours — about 4.4% of the entire national electricity output. And the Department of Energy now warns that by 2028 that could be more than triple, to as much as 12% of the grid... AI isn't just a user of compute, it's a devourer of energy.

## Context — site annotation, not spoken

Opening problem statement; he adds Gartner's forecast that by 2026, 40% of AI data centers may be unable to secure sufficient power: "This is a bottleneck. Not bandwidth, not GPUs — it's electricity."