Energy Storage Powers U.S. Grid Transformation Amid AI Surge

Description

Companies have been accelerating the construction of AI data centers and soaring in AI server shipment since 2024. The electricity consumption of data centers in the US has also entered a high-growth phase. This report identifies the growth trend of electricity demand for data centers in the US, analyzes the development direction of the new generation of the US power grid, elaborates on the role of energy storage in the grid, and finally focuses on the energy storage supply chain that is likely to benefit.

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Key Highlights:

Companies are accelerating AI data center construction and boosting AI server shipments.
U.S. data center electricity consumption is experiencing rapid growth.
The report analyzes the rising power demand from data centers and the evolution of the power grid.
It details the vital role of energy storage in the new grid generation.
The focus extends to potential beneficiaries within the energy storage supply chain.

Product Code: TRi-160

1. Existing Power Construction and Plans Unable to Fulfill Future Demand as AI Soars in Power Consumption

Table 1: GPU Specifications and Performance of AI Servers between NVIDIA and AMD
Figure 1: NVIDIA's Power Consumption for Single AI Computing Node
Figure 2: Estimated Power Consumption by Data Centers in the US (2014-2028)
Figure 3: Projected Ratio of Power Consumption among US Data Centers (2018, 2023, and 2028)

2. Peak Shaving and Valley Filling to Become Keystone for Energy Storage Equipment as the US Actively Builds Next-Gen Power Grids

Figure 4: Distribution of Local US Data Centers
Figure 5: Five Major Segments and Six Major Focuses of Future Power Construction in the US
Figure 6: Grid Construction Built on Top of Energy Storage