Shanu Mathew on X: ""We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in" / X

"We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in total by 2028... Put another way, the U.S. AI sector needs at least 50GW of electric capacity by 2028 to maintain global AI leadership."

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Anthropic

@AnthropicAI

15h

New Anthropic report: Build AI in America. We outline what it will take to ensure America has the energy and infrastructure it needs to maintain its leadership in AI.

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7:52 AM · Jul 22, 2025

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Shanu Mathew

@ShanuMathew93

14h

I saw the headline figured and didn't care much for it as Anthropic isn't in the business of energy forecasting but the outright call for a 2 and 5 GW center JUST for their frontier models over the next 2-3 years is very notable. OpenAI with a 4.5GW announcement with ORCL too

Looks like they just throw in some of the higher-end third party forecasts and say we'll need some meaningful portion of that vs. a precise build. But, they do confirm that the training models will require multi-GW sites. Handful of companies = ~20-25 GW. Then layer on widely

We're gonna need a bigger boat

Appears so

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Shanu Mathew

@ShanuMathew93

14h

Replying to @ShanuMathew93

I saw the headline figured and didn't care much for it as Anthropic isn't in the business of energy forecasting but the outright call for a 2 and 5 GW center JUST for their frontier models over the next 2-3 years is very notable. OpenAI with a 4.5GW announcement with ORCL too

25GW of demand but calls for 50GW of power. What’s the delta?

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Shanu Mathew

@ShanuMathew93

13h

Replying to @ShanuMathew93

Looks like they just throw in some of the higher-end third party forecasts and say we'll need some meaningful portion of that vs. a precise build. But, they do confirm that the training models will require multi-GW sites. Handful of companies = ~20-25 GW. Then layer on widely

Pump it up!

Seems like a really fucking dumb plan to destroy Earth.

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Tyler Norris

@tylerhnorris

6h

Just learned that our “Rethinking Load Growth” paper is the most-downloaded publication in the 20yr history of

, by a large margin.

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Shanu Mathew

@ShanuMathew93

8h

Re: the new DOI scrutiny of wind and solar projects on Federal lands, that's like <5% of utility-scale solar projects, right? So, that shouldn't be a huge deal?

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of

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Redefining Energy podcast

@Redef_Energy

Jul 21

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