10% of US electricity will be used by data centers

10% of US electricity will be used by data centers | the current estimate of electricity use um in America is that electricity the 10% of the electricity in the United States will be used in the data centers

the current estimate of electricity use um in America is that electricity the 10% of the electricity in the United States will be used in the data centers

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "10% of US electricity",
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "context": "10% of the electricity in the United States will be used in the data centers",
  "to_year": 2030,
  "verbatim": "the current estimate of electricity use um in America is that electricity the 10% of the electricity in the United States will be used in the data centers",
  "conv_cues": "current estimate",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Data center share of US power: 4.4% (2023 baseline) → projected 12% by 2028",
      "notes": "Schmidt's '10%' framing is consistent with the EIA mid-trajectory point — falls between 4.4% baseline and 12% terminal.",
      "source": "EIA Annual Energy Outlook 2026 + LBL data center energy report",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.eia.gov/outlooks/aeo/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "EIA / DOE / LBL publishes US data center electricity share trajectory: 4.4% in 2023, ~12% by 2028"
    },
    {
      "kind": "llm_pre_event",
      "label": "EIA forecasts strongest 4-year US electricity demand growth since 2000, fueled by data centers",
      "source": "https://www.eia.gov/pressroom/releases/press582.php",
      "status": "hit",
      "weight": 0.4,
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      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.eia.gov/pressroom/releases/press582.php",
      "expected_date": "2026-01-13",
      "observed_date": "2026-01-13",
      "research_origin": "deep_research",
      "measurement_criterion": "EIA Short-Term Energy Outlook publishes formal forecast of strongest 4-year electricity demand growth since 2000, with data centers as primary driver"
    },
    {
      "kind": "llm_pre_event",
      "label": "EIA AEO 2026 confirms data centers as dominant driver of long-term US electricity growth",
      "source": "https://www.eia.gov/pressroom/releases/press587.php",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.eia.gov/pressroom/releases/press587.php",
      "expected_date": "2026-04-08",
      "observed_date": "2026-04-08",
      "research_origin": "deep_research",
      "measurement_criterion": "EIA Annual Energy Outlook 2026 (published April 8 2026) explicitly identifies data centers as dominant load growth driver through 2050"
    },
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      "kind": "prereq",
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      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
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      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
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      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
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      "ex
... (truncated)