AI Race Needs Grid

A major US energy developer, Invenergy, argues that America's success in the artificial intelligence race hinges on significant upgrades to the power grid. The company emphasises the necessity of constructing 'power superhighways' to facilitate the efficient transmission of large quantities of electricity. This infrastructure development requires backing from Washington to meet the escalating energy demands of AI technologies.

Invenergy highlights that the existing grid infrastructure is inadequate for the surge in electricity consumption driven by AI and data centres. They advocate for interregional transmission lines to ensure a reliable, resilient, and secure energy supply. These 'energy superhighways' are crucial for delivering American-made energy to where it's needed, enhancing national security and reducing reliance on foreign energy sources. The company also stresses the importance of a stable policy environment that allows private sector investment in energy projects.

Without these critical grid enhancements, the US risks falling behind in the global AI race, particularly against competitors like China. Upgrading the grid is not only essential for meeting the energy demands of AI but also for maintaining economic competitiveness and national security.