I was curious how much energy is actually needed to power these datacenters, so I did a little bit of math.
Looking at Nvidia revenues in the past few years, there's maybe $300 billion worth of GPUs currently deployed in the U.S. The B200 costs ~$40k, so we have 7.5 million B200-equivalents, which draw 1000W. Running these at full capacity requires 66 TWh a year, or ~1.5% of total current U.S. electricity consumption. Maybe a bit more to account for inefficiencies, cooling, and other components, but not more than ~2.5% total I would guess.
So it's not that much in reality, but will definitely grow fast.
Looking at Nvidia revenues in the past few years, there's maybe $300 billion worth of GPUs currently deployed in the U.S. The B200 costs ~$40k, so we have 7.5 million B200-equivalents, which draw 1000W. Running these at full capacity requires 66 TWh a year, or ~1.5% of total current U.S. electricity consumption. Maybe a bit more to account for inefficiencies, cooling, and other components, but not more than ~2.5% total I would guess.
So it's not that much in reality, but will definitely grow fast.