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A customer that signed on for 10 MW just months ago may now be requesting 40. For energy suppliers across the country, scenarios like this are becoming the new normal as artificial intelligence (AI) infrastructure accelerates load growth and turns predictable load patterns into risky financial challenges. The AI race to the top has created a monster in energy consumption that few in the power industry could have anticipated before ChatGPT popularized the technology. According to the International Energy Agency, electricity demand from data centers worldwide is set to more than double by 2030 and quadruple for facilities optimized for AI.COMMENTARYEnergy suppliers face forecasting and risk management challenges that traditional models simply cannot handle. While there is substantial risk, there is also an opportunity for smart energy suppliers to adapt their strategies and be a part of this rapid growth that’s reshaping energy markets.Understanding where this growth is concentrated is crucial for suppliers positioning themselves in the market, because it’s not happening evenly across the country. Virginia, particularly in PJM’s service area, has long been the nation’s largest data center hub. According to a report by the Institute for Energy Economics and Financial Analysis, demand in PJM is forecasted to double by 2040, with 85% of this new load tied to data centers. Recently, Atlanta emerged as the first market to top northern Virginia in data center net absorption, with 705.8 MW of positive net absorption last year, according to CBRE. Each ISO presents its own set of challenges. PJM is grappling with overloaded transmission networks as new data centers continue to come online. ERCOT doesn’t have a capacity market, meaning forecasting errors can be financially devastating. In California, CAISO must balance increasing data center demand with aggressive renewable energy mandates, making reliability a constant concern. Suppliers operating in multiple markets must understand these regional nuances to avoid costly miscalculations.Energy suppliers built their businesses on the assumption that commercial customers follow predictable patterns. Office buildings consume more power during business hours. Manufacturing facilities have scheduled maintenance windows. Retail establishments have posted hours. These patterns have been refined over decades, and form the foundation of load forecasting and risk management strategies. Data centers change all of this. They don't follow weather patterns, standard business cycles, or seasonal variations. Their consumption profiles depend on factors most energy professionals have never considered: server utilization rates, cooling efficiency improvements, workload migration patterns, and technology refresh cycles.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,370.86 -18.91 (-0.30%)Dow 3044,632.99 -204.57 (-0.46%)Nasdaq21,098.29 -80.29 (-0.38%)Russell 20002,242.96 -13.77 (-0.61%)VIX15.98 +0.95 (+6.32%)Gold3,326.00 +2.00 (+0.06%)PortfolioSign in to access your portfolioSign inTop gainersNEGG Newegg Commerce, Inc. 56.19 +17.11 (+43.78%)SANM Sanmina Corporation 120.76 +22.42 (+22.79%)CVLT Commvault Systems, Inc. 193.27 +29.84 (+18.26%)AMKR Amkor Technology, Inc. 25.08 +3.85 (+18.13%)PII Polaris Inc. 57.81 +8.33 (+16.84%)Top losersNVO Novo Nordisk A/S 53.94 -15.06 (-21.83%)STEM Stem, Inc. 15.17 -3.74 (-19.78%)HRI Herc Holdings Inc. 123.61 -26.27 (-17.53%)EXEL Exelixis, Inc. 36.94 -7.45 (-16.78%)QS QuantumScape Corporation 9.28 -1.70 (-15.48%)Most activeSOFI SoFi Technologies, Inc. 22.40 +1.38 (+6.57%)NVDA NVIDIA Corporation 175.51 -1.24 (-0.70%)LCID Lucid Group, Inc. 2.5600 -0.2300 (-8.24%)NVO Novo Nordisk A/S 53.94 -15.06 (-21.83%)AMD Advanced Micro Devices, Inc. 177.44 +3.78 (+2.18%)Earnings eventsTrending tickersV Visa Inc. 351.29 -4.18 (-1.18%)SOFI SoFi Technologies, Inc. 22.40 +1.38 (+6.57%)SBUX Starbucks Corporation 92.96 -0.71 (-0.76%)NVO Novo Nordisk A/S 53.94 -15.06 (-21.83%)PANW Palo Alto Networks, Inc. 193.84 -10.66 (-5.21%)Top economic events