Prediction Open AI assessment confidence: 95% certainty 3/5 debate potential 2/5

Rao: AI will require 400 GW of new power capacity over 10 years

Naveen Rao · The Chip That Could Unlock AGI. · Dec 8, 2025 · at 12:09

Naveen Rao, co-founder and CEO of Unconventional AI, highlights the projected energy infrastructure needed to support future AI scaling.

0:00 / 0:06exact quote · 6.5s

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“By some estimates, we need 400 gigawatts additional capacity over the next 10 years. To power the demand for AI.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

According to some estimates, an additional 400 gigawatts of energy capacity will be needed over the next 10 years to power AI demand.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

The claim specifies a 10-year timeframe (2025 to 2035) for energy capacity needed to power AI demand. The resolution criteria explicitly require evaluating energy industry analysis or retrospective reports by December 2035 to determine if total additional capacity dedicated to AI reached approximately 400 gigawatts. Because the current date is July 28, 2026, the outcome cannot be evaluated until the end of the 10-year window in December 2035.

Resolution criteria require evaluating retrospective reports by December 2035 for the 2025-2035 period.
Current date is July 28, 2026, making it impossible to determine the full 10-year capacity additions at this time.

Checked against

[1] podscripts.co [2] startuphub.ai [3] tomshardware.com [4] carboncredits.com [5] 1012industryreport.com [6] enr.com [7] deloitte.com [8] energyrisk.com

Naveen Rao 400 gigawatts AI demand energy capacity 400 GW AI power demand forecast 2035 2025 "400 gigawatts" "a16z" "Naveen Rao" 400 gigawatts AI demand energy 10 years estimate

assessed as of 2026-07-28

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

⏳ prediction date: 2035-12-08; checked again automatically on the next resolution wave

Mentioned

400 gigawatts additional capacity AI

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Rao: AI will require 400 GW of new power capacity over 10 years

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