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

Groq CFO: AI workloads will consume 25% of US energy by 2028

Simon Edwards · Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable? · Nov 28, 2025 · at 8:12

Simon Edwards, CFO of Groq, addresses power grid bottlenecks and energy constraints facing AI data centers.

0:00 / 0:12exact quote · 12.6s

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“I think I saw a statistic that says by twenty-twenty-eight in the United States, a quarter of all of the energy produced will be used to run AI workloads, right, which is an amazing statistic.”

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

By 2028, 25% of all energy produced in the United States will be used to run AI workloads.

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 that 25% of all energy produced in the United States will be consumed by AI workloads by 2028. As of the evaluation date of September 2, 2026, the 2028 calendar year has not yet occurred, and final official energy data (e.g., from the U.S. Energy Information Administration or DOE) for 2028 does not exist. Existing projections from LBNL, EPRI, and IEA published through mid-2026 model total data center electricity usage at 6.7% to 12.0% by 2028 (with AI workloads being a subset of this total, and electricity representing only ~40% of primary energy), but the ultimate outcome cannot be definitively resolved until calendar year 2028 energy statistics are published.

Today's date is September 2, 2026, prior to the stated 2028 deadline.
LBNL's Data Center Energy Usage Report estimates total U.S. data center electricity consumption will reach 6.7% to 12.0% of total U.S. electricity consumption by 2028.
EPRI and DOE baseline reports as of 2026 show all data center workloads account for 4% to 5% of electricity demand in 2024-2026, well below 25% of total energy.

Checked against

[1] brookings.edu [2] utilitydive.com [3] globenewswire.com [4] lbl.gov [5] epri.com [6] iea.org [7] reddit.com [8] weforum.org

US data center energy consumption forecast 2028 2030 percentage of US electricity EPRI data center electricity consumption projection 2030 percentage US electricity data centers AI percentage share 2028 2030 EIA EPRI IEA total US energy electricity consumption AI data centers forecast percent

assessed as of 2026-09-02

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: 2028-12-31; checked again automatically on the next resolution wave

Mentioned

AI workloads United States

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