Demand for electricity from AI and data centers now represents approximately half of US GDP growth, making energy supply constraints a direct brake on economic growth and a strategic national priority comparable to defense spending.
factualpending
Speaker
Daniel YerginEvidence Quote
“This air boom, which is represents in the United States, about half of GDP growth.”
Source
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis | Odd Lots— Bloomberg PodcastsCreated: 8/12/2026, 6:31:42 PM
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