Koomey: Analysts wrongly use Nvidia sales projections to forecast electricity growth
John Koomey · A skeptic’s take on AI electricity load growth · Mar 6, 2025 · at 17:14
Energy researcher John Koomey criticizes data center electricity forecasters for relying uncritically on Nvidia hardware sales projections without factoring in efficiency gains.
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“And usually what they're assuming is NVIDIA's business plan is our growth forecast. Right? They're just saying, because for AI, they're just saying, well, NVIDIA has this projection for the next few years of how many AI nodes they're gonna sell, and they just use that and say, that's the, that's what's happening.”
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