Unlocking the Future of AI Data Centers: Which Fuel Source Reigns Supreme in Efficiency?
AI data centers are projected to consume 9% of U.S. electricity by 2030, driven by soaring GPU power demands, with Nvidia’s GB200 reaching 2,700W—a 300% increase over previous generations. As AI racks push 80-150 kW per unit, power efficiency is now the key bottleneck. Among the top five energy sources—solar, coal, nuclear, natural gas, and solid oxide fuel cells (SOFCs)—SOFCs emerge as the most efficient, reaching 87% efficiency when paired with heat capture. With AI’s power consum...| IO Fund
