Temasek Holdings said advances in artificial intelligence could materially
change energy demand and relieve stress on power grids. Russell Tham, head of
emerging technologies in Temasek’s global investments, said more efficient AI
architectures, materials-discovery innovations and chip-manufacturing
improvements could lower the sector’s energy footprint. Heavy grid loads and
rising power prices are pushing data-centre operators to explore alternative
power solutions. At the current pace of development, institutional Data Talk
projects U.S. data centres could account for about 20% of national electricity
consumption by 2035, up from 5.9% today.
