Fatih Birol_Council on Foreign Relations.wav

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AI and energy, we understood AI is a troublemaker. Why? Because it needs a lot of electricity. How
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are we going to bring this electricity to the data centers? But now we are making another report
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that our colleague just mentioned, how AI can in fact help the energy industry to use the energy
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more efficiently, optimize the grids, and hence accelerate the innovation in battery technologies,
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for example. So we are going to look at the good side of the AI, not only troublemaker,
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but how it can be helpful. You know what I mean? AI, therefore the data centers,
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needs a lot of electricity, and they need 24-7. Just to put in a context, one medium-sized data
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center consumes electricity as much as 100,000 households. So just to put in a context,
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according to our analysis, between now and 2030, about half of the U.S. electricity
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demand growth will come from AI, other half, everything else put together. So big growth.
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