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Open →Electricity demand from AI data centers
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Open →electricity demand
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EntitySource
Open →IEA: Data center electricity demand projected to ~945 TWh by 2030 (AI-driven)
www.iea.org
Evidence registrySource
Open →Financial Times: AI electricity demand, inflation pressure, and growth impacts (Feb 2026)
www.ft.com
Evidence registrySource
Open →U.S. Department of Energy: data center electricity demand rose from 58 TWh in 2014 to 176 TWh in 2023 and may reach 325–580 TWh by 2028.
www.energy.gov
Evidence registryArticle
Open →Seoul Turns Texas Gas Power Into an AI-Compute Alliance Rail
South Korea has identified a Texas gas-fired power project as the first investment under its $350 billion U.S. package, according to Yonhap, KBS, Kyunghyang and Reuters reporting. The project is tied to rising Texas electricity demand from AI data centers and…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Google and Nvidia Turn Flexible Load Into an AI-Data-Center Fast Lane
Google, Nvidia and Emerald AI have launched the AI Energy Management Alliance to promote flexible AI data centers that can adjust electricity demand in response to grid conditions. The coalition is pushing utilities, grid operators and regulators to treat ver…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →The Two-Tier Future: War, Demand Destruction, AI, and the Price of Remaining Free
For years, I followed pieces of a possible two-tier economic future, then moved away from believing they would come together. In September 2026, the Iran oil shock, Ukraine refinery attacks, demand destruction, long-rate pressure, AI, robotics and the ownersh…
🧭Nexus ReportsArticle
Open →McDonald’s Did Not Bring Back Value Because It Felt Nostalgic. It Did It Because the System Sees Demand Breaking.
A Pattern Nexus analysis of McDonald’s new under-$3 menu as a signal on consumer stress, franchise economics, real-estate control, fast-casual pressure, and the broader architecture of demand destruction.
Global Macro Signals (🌐📡)Article
Open →The GENIUS Act and the Stablecoin State: How Private Dollars Become a Treasury Demand Engine
The GENIUS Act didn’t just “regulate crypto.” It formalized a new payments rail where private dollars can scale—and where reserve rules turn stablecoins into an indirect Treasury demand vector.
Liquidity, QE/QT & Collateral (💧🏦)