Data center forecasts keep climbing and so does public opposition. Something has to give
Dan Gearino writes: Forecasts of U.S. data center growth defy belief—and common sense. “The math isn’t mathing,” as many observers have said. Growth forecasts continue to climb, but there is little evidence that AI data center developers have profitable, sustainable business models. And nearly every major project is facing local opposition over concerns about land, power and water use. On Tuesday, BloombergNEF revised its estimate for data center electricity demand to 194 gigawatts by 2035, an 83 percent increase from…