BCG November 8, 2024

Key Takeaways

AI development and the migration of business operations to the cloud is fueling a surge in US energy demand, throwing net zero commitments into doubt. But CEOs across industries can work together to keep AI and climate goals on track:
  • Energy companies can identify spare grid capacity, explore how AI and other tech can unlock greater efficiencies, and accelerate new climate-friendly energy infrastructure through agreements with the hyperscalers at the forefront of AI development.
  • AI hyperscalers can deploy less energy-intensive hardware for inference workloads, bring smaller models into play when appropriate, adjust consumption during periods of high energy demand, and invest in climate-friendly energy solutions.
  • Companies embracing AI transformations can stay the course while staying...

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