Implications of AI and Data Center Service Demand on Energy, Water, and Economic Systems

This talk focuses on the challenges posed by the rapid growth of data centers (DCs), which rely heavily on electricity, water, land, and mineral resources, and have significant interactions with economic growth. The U.S. leads in DC deployment, but understanding how resource demands and constraints impact DC expansion requires strategic multisector analysis. To address this, the talk introduces a new conceptual framework and modeling capability within GCAM-USA, allowing integrated analysis of DC service demand, electricity, and direct and indirect water needs under varied scenarios. Insights include state-level water and electricity trends for DCs, uncertainty bounds, and the broader implications for resources and economics.