Joe Kane on the Infrastructure Demands of AI Data Centers

As investment into Artificial Intelligence continues to grow, construction of AI data centers is significantly increasing the demand for electricity, water, and land use across the country. These centers can require the same amount of water as a fifty-thousand-person town and could represent 12% of overall US electricity consumption in the coming years. Inflexible supply creates the risk of rapid price increases while private and public sector leaders work to meet the growing demand. In this episode, we talk with Joe Kane, Fellow at the Brookings Institution, about why these AI data centers are so resource-intensive, their impact on local infrastructure, and the bottlenecks limiting quicker supply adjustments.

Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts.

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