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THE GRID

SECTION 13

ISSUE 001

PROJECTIONproduct1-3yconfidence / medium

Energy-Per-Answer Labels

Projection: The IEA reports rapid AI-focused electricity growth; Qualcomm claims improving bandwidth per watt through near-memory and disaggregated inference designs. Services may publish energy-per-answer estimates for representative tasks. The label is useful only if measurement boundaries are comparable and route-level differences predict real consumption, rather than marketing-selected examples.

Why this idea is here

What the evidence establishes.

The IEA reports fast 2025 datacenter electricity growth, rising AI-focused load, and constraints in grids, transformers, turbines, and approvals; Qualcomm announces agentic CPUs, near-memory high-bandwidth compute, disaggregated inference, liquid-cooled racks, and claimed improvements in bandwidth per watt. These are source-backed premises for this projection; they do not by themselves prove broad adoption or the eventual outcome.

Source ledger

Read the sources.

  1. S01
    Data centre electricity use surged in 2025

    intergovernmental research release / published 2026-04-16 / retrieved 2026-07-09

  2. S02
    Qualcomm Dragonfly Data Center Roadmap

    official hardware announcement / published 2026-06-24 / retrieved 2026-07-09

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