AI power: Top 10 tech titans unleash gas, nuke & solar power plants to fuel the bot boom

Grid meltdown amid data centre buildup sees billions poured into power self-generation

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As AI training and inference devour massive energy — data centres led by these giants could consume 8-10% of US power by 2030 — while power grids face delays in connections.
As AI training and inference devour massive energy — data centres led by these giants could consume 8-10% of US power by 2030 — while power grids face delays in connections.
Gulf News

Every like or heart ❤️ you tap on your smartphone, every binge-watched video 🎥,, every meme, text, image, or animation you share — powers up from a data centre humming somewhere.

These giant high-security warehouses crossed with sci-fi server farms are the present-day equivalent of mainframe computer rooms from the 1940s-1970s.

Power hogs

To say they are energy-intensive is an understatement: the AI boom is bigger than the internet itself.

In this handout provided by Amazon, a technician works at an Amazon Web Services AI data center in New Carlisle, Indiana on October 2, 2025.

The vast, humming halls of precision-engineered chaos that power AI systems under strict climate control guzzle electricity due to stacks energy-intensive AI and "crypto-mining" servers.

And it's just the beginning.

S&P Global estimates a massive 11.3-Gigawatt (GW) data centre demand rise in 2025 alone; a report by Coeli, which runs energy funds, calls this bring-your-own power rewiring an "all-of-the-above" necessity.​

Demand explosion

In general, servers guzzles up to 60%, while cooling them and the data warehouse takes 7-30%. AI models like GPT-3 training alone used 1,287 MWh; inference scales massively.

Amid AI's explosion, a key challenge emerges: where to get the power to cover 100%+ annual compute growth?

Inside these data factories are found thousands of "training" graphics processing units (GPUs, like NVIDIA's), which consume 7-8x regular workloads, plus cooling (up to 30-40% of total), storage, and 24/7 operations.​

The AI power crunch hit like a plot twist no one saw coming — a sort of tech "black swan" moment — but one that serves up mega opportunities.

According to International Energy Agency (IEA) estimates, the 945 TWh additional electricity demand from data centres by 2030 is a realistic figure.

At the higher end of the IEA estimate, power infrastructure demand could go up to 1,000+ TWh by 2030.​

How on earth can it be ramped in such a short span of time?

For scale, the US generated around 4,178 TWh (Terawatt-hours) of electricity in 2023, a capacity that took 141+ years to build (since 1882), as per the US Energy Information Administration (EIA).

An aerial view shows cooling vent fans on the roof of a Digital Realty data center in Ashburn, Virginia on November 12, 2025. As the AI boom continues, data centres are adopting "hybrids", blending gas turbines (e.g., OpenAI's 986MW), nuclear restarts (Microsoft's 835MW Three Mile Island), renewables (22% growth/year), and battery energy storage for grid stability.

Data centre energy demand

US projections

  • 2024: 183 TWh (4-4.4% national electricity)​

  • 2026: ~300-400 TWh (rising demand)​

  • 2028: 6.7-12% of US total; 426 TWh by 2030 (+133%)​

  • Capacity: 75.8 GW (2026), 108 GW (2028)​

Global projections

  • 2022: 460 TWh (1% global)​

  • 2026: ~1,050 TWh​

  • 2030: 945 TWh

  • AI share: 5-15% now, 35-50% by 2030.​

Due to potential grid meltdowns from the spike in data centre demand, tech giants are racing to generate their own power.

Chris Sharp, Chief Technology Officer of Digital Realty, looks at active servers in the Digital Realty Innovation Lab (DRIL) data center in Ashburn, Virginia on November 12, 2025.

As AI training and inference devour massive energy — data centres could consume 8-10% of US power by 2030 — while grids face delays in connections (3-5 years).

Self-generation via gas turbines, nuclear restarts, and renewables ensures 24/7 uptime without utility bottlenecks.

Top 10 tech companies

AI scales, this hybrid on-site/grid trend will continue. Following are the top 10 companies, ranked by announced investments/projects (2024-2026 data).

RankCompanyKey Projects/Details
1MicrosoftRestarting Three Mile Island nuclear (835MW); nuclear deals for 10GW+
2AmazonX-energy SMRs (320MW+); Meta Hyperion gas (2.2GW via Entergy)
3GoogleGeothermal, SMR RFPs (1-4GW nuclear); small modular reactors
4MetaLouisiana gas plants (2.2GW); nuclear partnerships
5OpenAI29 gas turbines (986MW total) for Stargate DC in Texas
6OracleGas turbines for AI campuses (scale undisclosed)
7xAI (Musk)Gas turbines similar to OpenAI (early adopter)
8NvidiaPower-dense AI chips driving partner DCs to on-site gen
9AppleRenewables + storage for facilities (hyperscale push)
10EquinixOn-site nat gas turbines w/ carbon capture

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