인공지능 급증 속 미국 전력망 변혁을 주도하는 에너지 저장 기술

Companies have been accelerating the construction of AI data centers and soaring in AI server shipment since 2024. The electricity consumption of data centers in the US has also entered a high-growth phase. This report identifies the growth trend of electricity demand for data centers in the US, analyzes the development direction of the new generation of the US power grid, elaborates on the role of energy storage in the grid, and finally focuses on the energy storage supply chain that is likely to benefit.

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Key Highlights:

• Companies are accelerating AI data center construction and boosting AI server shipments.
• U.S. data center electricity consumption is experiencing rapid growth.
• The report analyzes the rising power demand from data centers and the evolution of the power grid.
• It details the vital role of energy storage in the new grid generation.
• The focus extends to potential beneficiaries within the energy storage supply chain.

Table of Contents

1. Existing Power Construction and Plans Unable to Fulfill Future Demand as AI Soars in Power Consumption

• Table 1: GPU Specifications and Performance of AI Servers between NVIDIA and AMD
• Figure 1: NVIDIA's Power Consumption for Single AI Computing Node
• Figure 2: Estimated Power Consumption by Data Centers in the US (2014-2028)
• Figure 3: Projected Ratio of Power Consumption among US Data Centers (2018, 2023, and 2028)

2. Peak Shaving and Valley Filling to Become Keystone for Energy Storage Equipment as the US Actively Builds Next-Gen Power Grids

• Figure 4: Distribution of Local US Data Centers
• Figure 5: Five Major Segments and Six Major Focuses of Future Power Construction in the US
• Figure 6: Grid Construction Built on Top of Energy Storage

3. Development Opportunities for the US-Based Energy Storage Supply Chain

• Table 2: Overview of the US Energy Storage Supply Chain

4. TRI's View