JPMorgan ChaseIn a research report titled "In-depth Exploration of Power, Cooling, Grid and ESG Impacts" released recently, analyst William Yang and his team said that AI data centers have attracted widespread attention due to their large electricity consumption, but people often overlook the fact that they consume a lot of water.
The report cites data from Bluefield Research from 2017 to 2022.The total water consumption of data centers worldwide has increased by 6% per year, by 2030, water consumption could jump to 450 million gallons per day (note: 1,703.43 million liters). To put this in perspective, in about 4.5 years, the world's data centers will needabout 681 Olympic-sized swimming poolsFreshwaterTo cool down.
The analyst said data centers’ huge water demands could lead to more intense competition in water-scarce regions.Straining water supplies and even shutting down data centers.
Currently, Wall Street banks are flocking to the "next AI deal" and have flocked to the "powering America" investment theme, whether it is power grid companies, commodities such as copper, gold, silver, and uranium, and AI chip manufacturers to accommodate the explosive growth of AI data centers across the country expected by the end of this century and beyond.