The Dirty Energy Powering AI

What powers artificial intelligence (AI)? As global electricity use is surging, with unprecedented demand coming from an increase in data centers, AI’s dependence on fossil fuels presents a serious issue for the planet. In the United States, data center power usage is on track to double by 2030, largely due to the proliferation of AI technology. But while the application of AI shows potential to mitigate climate problems through modeling or predicting weather events, will its power grab stall the clean energy transition?

Play Button Pause Button
0:00 0:00
x
Host
  • Gabrielle Sierra
    Director, Podcasting
Credits

Molly McAnany - Associate Podcast Producer

Markus Zakaria - Audio Producer and Sound Designer

Episode Guests
  • Varun Sivaram
    Senior Fellow for Energy and Climate and Director, Climate Realism Initiative

Show Notes

Artificial intelligence (AI) is powered by dirty energy.


Much of the electricity used to run today’s AI systems comes from coal and natural gas, which have huge carbon emissions. Due to the predicted rise of AI data centers, utility companies have nearly doubled their forecasts on how much additional power the United States will need by 2030. To meet this growing demand, and the world’s climate goals, the majority of this new energy must come from renewable sources such as solar and wind power. But as countries make plans to move from fossil fuels to renewables, could AI stall a clean energy transition?

 

 

From CFR

 

David M. Hart, "Can U.S. Tech Giants Deliver on the Promise of Nuclear Power?"

 

Varun Sivaram, "Why We Still Need Innovation in Successful Clean Energy Technologies"

 

Noah Berman, “What is Artificial Intelligence (AI)?”

 

From Our Guests

 

Varun Sivaram, "How to align the digital revolution with a clean energy transition," Axios

 

Varun Sivaram and Noah Gordon, "U.S.-China Competition: How the United States Can Win the Battery Race," Foreign Policy

 

Read More

 

Brian Calvert, "AI already uses as much energy as a small country. It’s only the beginning,” Vox

 

Andrew R. Chow, "How AI Is Fueling a Boom in Data Centers and Energy Demand,” Time

 

Victoria Masterson, "9 ways AI is helping tackle climate change," World Economic Forum

 

Evan Halper and Caroline O'Donovan, "As data centers for AI strain the power grid, bills rise for everyday customers," Washington Post

 

Watch and Listen

 

"AI can be a climate warrior, but what about its carbon footprint?", Financial Times

Trade

Global trade tensions are boiling over and questions about the United States’ economic future are at the center of the debate. As trade experts question what comes next, it’s important to analyze how the United States got to this point. How have the current administration’s trade policies of today reshaped the global order of tomorrow?

U.S. Trade Deficit

The United States has had a trade deficit, meaning we import more than we export, for the past fifty years. But recently the trade deficit has become a front-burner issue for President Donald Trump and a core reason for his administration’s sweeping tariff policy. When do trade deficits become a problem? Is the United States already at the tipping point?

Trade

With allies and adversaries alike impacted by new economic barriers and tariffs, the global map of U.S. trade relationships hangs in question. As the U.S. rethinks its commitments with its trading partners, allies may seek deals elsewhere, even with historic rivals. Can the president single-handedly tear up a trade deal, and what happens when deals that took decades to craft are suddenly up for renegotiation?

Top Stories on CFR

Economics

There is too much talk about the dollar’s role as a reserve currency and too little talk about expectations of exceptional returns. Reserve accumulation hasn’t driven the financing of the U.S. current account deficit in recent years.

Europe

On the eighty-first anniversary of D-Day, CFR President Michael Froman and senior fellows discuss the Trump administration’s diminished appetite for engagement in European security affairs—even as the Russia-Ukraine war drags on.

Ukraine

The Sanctioning Russia Act would impose history’s highest tariffs and tank the global economy. Congress needs a better approach, one that strengthens existing sanctions and adds new measures the current bill ignores.