Nathalie Limandibhratha
US Power Senior Associate at BloombergNEF. She shares insights on the trends driving the transition to a lower-carbon economy and the data center market.
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May 14, 2025 • 29min
Silicon States: US Data Center Expansion in the AI Era
Helen Kou, Head of US Power at BloombergNEF, and Nathalie Limandibhratha, Senior Associate at BloombergNEF, dive into the booming AI data center market. They reveal the staggering forecast that data centers could consume nearly 10% of US electricity by 2035. The duo discusses how major tech firms dominate this landscape and the unique energy dynamics of AI workloads. They explore forecasting methodologies and the significant implications of these rapid developments on energy infrastructure and the transition to a lower-carbon economy.
