# AI power demand roughly doubling by 2030

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-02-24
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** LIVE from NEARCON Day 1 In SF (The Rollup)
- **Watch at:** 03:09:26 — https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11366s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2026-02-24-ai-power-demand-roughly-doubling-by-2030-ucjp/
- **Cite as:** Greg Osuri, "AI power demand roughly doubling by 2030," LIVE from NEARCON Day 1 In SF (The Rollup), 24 Feb 2026, 03:09:26. https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11366s

## Quote — verbatim

> 2024 took about 415 terawatt \[hours\] of capacity for energy... The International Energy Association predicts their base case predictions about 930 terawatt hours by 2030.

## Context — site annotation, not spoken

Citing IEA base-case data-center demand projections; also notes ERCOT (Texas) capacity requests growing ~300% on a "very fragile" grid.