Is Data Center Demand Overhyped? One analyst thinks so

So data centers now are consuming around 45 gigawatts of power and you can switch between capacity and throughput. I'm going to stick with capacity. Okay.So 45 gigawatts of power and then there's lots and lots of third party estimates for where they're going to be in 2030. And they center around this, you know, 90-95 gigawatts. So you need to add 50 for 2035.There's a lot fewer estimates. You come around 160. So you look at the supply and these utilities are tracking all these data centers connecting to the ...