AI surge could double US electricity demand in just five years. China gap highlights coming American power crunch if onshoring accelerates

This is one of the most important charts I’ve seen in a long time.

AI alone could drive electricity demand equivalent to adding another US economy in the next 5 years.

Another point that’s probably flying under the radar: look at the gap between the US and China.

If onshoring… pic.twitter.com/c83AhCBcW5

— Otavio (Tavi) Costa (@TaviCosta) April 28, 2025