IEA data center electricity demand to jump from 290 TWh to 1,200 TWh by 2035 as AI servers dominate load, making power the new AI bottleneck.

According to @DowdEdward, the sudden push for AI data centers in space is a narrative shift meant to delay investor scrutiny of the AI sector’s power bottleneck, which he frames as the real constraint on growth trajectories, source: @DowdEdward on X, Dec 9, 2025. He adds that space-based data centers face multiple feasibility and timing issues and are unlikely to materially reduce power bottlenecks in a timeframe relevant to current AI expansion plans, source: @DowdEdward on X, Dec 9, 2025. He characterizes the theme as hype and creative storytelling, signaling caution for investors anchoring AI-capex or compute expansion theses on orbital solutions, source: @DowdEdward on X, Dec 9, 2025.