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Or maybe you want to go electric? Because yes, they are different.
Have you given much thought to the inner workings of your stove? Me neither. Your home probably came with one already installed, and so long as you can turn it on, boil some water and simmer up a sauce, perhaps that’s reason enough not to second guess it.
But if you’re cooking with gas, we’re here to let you know that, culinary connoisseur or not, there are undeniable benefits to switching to either electric or induction cooking. First and foremost, neither relies directly on fossil fuels or emits harmful pollutants such as nitrogen dioxide into your home, making the switch integral to any effort to decarbonize your life — not to mention establish a comfortable living environment. Second, both electric and induction are far more energy efficient than gas.
“So on a gas range, about 70% of the heat that is generated from the gas goes into your kitchen,” DR Richardson, co-founder of the home electrification platform Elephant Energy, told me. “So it's very inefficient. You get hot. The handle gets hot. The kitchen gets hot. Everything gets hot, except your food. And it takes a really long time.” With an electric or induction stove, you can boil water faster and heat your food up quicker, all while reducing your home’s carbon footprint.
Convinced yet? If you’re reading this guide, we sure hope you’re at least intrigued! But even after you’ve decided to make the switch, confusion and analysis paralysis can still loom. Are your needs better suited to electric or induction? Will expensive electrical upgrades be required? How will this impact your cooking? And where are all the stove stores, anyway? So before you start browsing the aisles and showrooms, let’s get up to speed on all things stoves… or is it ranges? You’ll see.
Friday Apaliski is the director of communications at the Building Decarbonization Coalition, a nonprofit composed of members across various sectors including environmental justice groups, energy providers, and equipment manufacturers, seeking alignment on a path towards the elimination of fossil fuels in buildings.
DR Richardson is a co-founder of Elephant Energy, a platform that aims to simplify residential electrification for both homeowners and contractors. The company provides personalized electrification roadmaps and handles the entire installation process, including helping homeowners take advantage of all the available local, state, and federal incentives.
It depends on the cookware you currently own, but you will almost certainly need to replace some items. Induction stoves work with pots and pans that are made of magnetic materials like cast iron and stainless steel, but not those made of glass, aluminum, or copper. You can check to see if your cookware is induction compatible by seeing if a magnet will stick to the bottom, or if the induction logo is present on the bottom.
Everyone has their own affinities, but what we can tell you is that both traditional electric stoves and newer induction stoves are more energy efficient than gas stoves, and when it comes to temperature control, induction stoves are the clear winner. They allow you to make near instantaneous heat adjustments with great precision, while gas stoves take longer to adjust and are less exact to begin with.
Cooking on a new stove will undoubtedly come with a learning curve, what with all the new knobs and buttons and little sounds to get used to. Many cooks are used to relying on the visual cue of the flame to let them know how hot the stove is, but now you’ll be relying on a number on the screen, instead. Especially if you go with induction stove, be assured that you’ll be in good company among some top chefs.
This is indeed a key question — more on this one below.
If you don’t know already, it’s not too hard to find out. When you turn on the stovetop, is there fire? That, folks, is a gas stovetop. It will have a gas supply line that looks like a threaded pipe that connects to the back of the appliance. Gas stovetops are tricky to clean, not particularly sleek, and most prevalent in California, New Jersey, Illinois, Washington DC, New York, and Nevada.
If you have an electric range, the stovetop will be flat with metal coils either exposed or concealed beneath a ceramic glass surface. The coils will glow bright when they’re on. Electric ranges plug directly into 240-volt outlets (newer versions have four prongs, older ones have three), with a cord that looks like a heavy vacuum plug or a small hose. Electric stovetops are always paired with electric ovens — this is the setup that the majority of Americans already have according to the Energy Information Administration.
“So if you have an electric range and you like it, that's wonderful. You should keep it. But generally, when we're talking about transitioning from a gas experience to something else, induction is a much more analogous cooking experience,” Apaliski said.
If you have an induction range, it was probably a very intentional choice! According to a 2022 Consumer Reports survey, only about 3% of Americans have an induction range or cooktop, so big ups if you’re a part of that energy efficient minority. But if you just wandered into a new home and are wondering if it’s got the goods, you might have to turn on the stove to tell. Unlike an electric stovetop, you won’t see the cooking area glow because the surface isn’t actually getting hot, only the cookware is. Induction stoves also plug directly into 240-volt outlets.
But wait! There’s a chance you’re cooking with both gas and electric on a dual-fuel range. The telltale sign will be if your range connects to both a gas supply line as well as a 240-volt outlet (remember that plug?). But if it’s difficult to determine what’s going on back there, here’s what else to look out for: A metal device at the bottom and/or top of the oven’s interior that glows bright when the oven is on indicates that it’s electric! Sometimes these heating elements will be concealed, though. In that case, look for telltale signs of gas: An open flame when the oven is on or a visible pilot light when off. Newer gas stoves might not have either, but rather use an electronic ignition system that you can hear fire up about 30-45 seconds after turning on the oven. If you’re still confused, there’s always your user manual! (You kept that, right?)
If you’re going from an all-gas range to electric or induction and your stove is located on a kitchen island, for example, this could make installing the necessary electrical wiring more complex. It’s something to ask potential contractors about when you get to that stage.
Whenever you add a new electric appliance to your home, there’s the possibility that you’ll need to upgrade your electric panel to accommodate the new load. A new panel can cost thousands of dollars, though, so you’ll want to know ahead of time if this might be necessary. First, check the size of your current electric panel. You can find this information on your main breaker or fuse, a label on the panel itself, or your electric meter.
According to Rewiring America, if your panel is less than 100 amps, an upgrade could be necessary. If it’s anywhere from 100 to 150 amps, you can likely electrify everything in your home — including your range — without a panel upgrade, although some creative planning might be needed (more on that here and below, in the section on finding contractors and installers). If your panel is greater than 150 amps, it’s very likely that you can get an electric range (as well as a bevy of other electrical appliances) without upgrading.
As of now, federal incentives for electric and induction ranges, cooktops, and ovens are not yet available. But Home Electrification and Appliance Rebates programs, established via the Inflation Reduction Act, will roll out on a state-by-state basis over the course of this year and next, with most programs expected to come online in 2025. These rebates could give low- and moderate-income houses up to $840 back on the cost of switching from gas to electric or induction cooking.
While many details have yet to be released, it’s important to note that qualifying customers won’t be required to pay the full price and then apply for reimbursement — rather, the discount will be applied upfront. Once the program becomes available, your state will have a website with more information on how to apply. If you’re cash-strapped today, it could be worth waiting until the federal incentives roll out, as rebates will not be retroactively available.
Many states and municipalities already have their own incentives for electric appliance upgrades though. Unfortunately, there’s currently no centralized database to look these up, so that means doing a little homework. Check with your local utility, as well as your local and state government websites and energy offices for home electrification incentives. If you happen to live in California or Washington state, you can search for local incentives here, via this initiative from the Building Decarbonization Coalition. The NODE Collective is also working to compile data on all residential incentive programs, so keep checking in, more information is coming soon!
Assuming you currently have a gas stove or a dual fuel range, this is the first big choice you’ll have to make. For customers interested in upgrading from electric to induction, let this also be your guide, as an induction stove is indeed the higher-end choice. Here are the main differences between the two:
Electric
Induction
*According to Rewiring America
** According to this paper
Heatmap Recommends: Spring for the induction stove if you can. Not only will it provide a superior cooking experience, but it’s safer too. Induction stoves only heat up magnetic pots and pans, so if you touch the stove’s surface, you won’t get burned. Most will also turn off automatically if there’s no cookware detected.
“Induction is definitely the upgrade in basically every sense, if you can afford it. Induction is a way better cooking experience. It's got way more fun heating and cooking control. It's much more energy efficient. It's much faster,” said Richardson.
If you’re curious about what it’s like to cook with an electric or induction stove, you can buy a standalone single-pot cooktop for well under $100; it will plug straight into a standard outlet. Additionally, Apalinksi says that many libraries (yes, libraries!) and utilities allow residents to borrow an induction cooktop and try it out for a few weeks, completely free of charge.
New electric and induction ranges and cooktops will only be eligible for forthcoming federal incentives if they’re certified by Energy Star, a joint program run by the Environmental Protection Agency and the DOE that provides consumer information on energy efficient products, practices, and standards. You can check out what models of ranges and cooktops qualify here. But to get a handle on the actual look and feel of various options, you should try and find a showroom or head to a large retail store.
“Go to your local big box retailer, whether it's a Home Depot or Best Buy or Lowe's, they tend to have a bunch of models on the floor. Their representatives can talk to you about all the different options out there. But you have to research a little bit ahead of time, otherwise they're going to point you to the latest gas appliance,” said Richardson.
If you learn that making the switch is going to entail particularly cumbersome electrical upgrades, Apaliski said there are some innovative companies such as Channing Street Copper andImpulse Labs that make induction ranges and cooktops that plug into standard outlets. They’re much pricier than your standard range, but if you can afford it, one could be right if you’re looking for plug-and-play simplicity and sleek design.
“So this is great, for example, if you are a renter, or if you are someone who has limited capacity on your electrical panel, or if you are someone who has one of these kitchen islands that is just impossible to get a new electric cord to,” Apaliski said.
If you buy your new range or cooktop from a big box retailer, they’ll typically haul away your old appliance and deliver and install the new one for you at either low or no cost. Don’t assume this is a part of the package, though, and be sure to ask what is and isn’t included before you make your purchase.
But if you’re moving from an all gas range or cooktop to an electric or induction range or cooktop, the complicated part isn’t the installation process, it’s everything that must come before. That includes capping and sealing the gas line for your old stove (this is a job for a plumber) and installing the requisite electric wiring to power your new stove (this is a job for an electrician).
As noted, making the switch could also mean a costly electric panel upgrade. You should ask potential electricians about this right away, as well as about creative solutions that would let you work with your existing panel. If you’re running out of space, you could buy a circuit sharing device like a smart splitter or a circuit pauser, which would allow multiple loads, such as an EV charger and your stove, to share a circuit, or ensure that specific appliances are shut off when you’re approaching your panel’s limit. Richardson recommends getting opinions from a couple different electricians, seconding the idea that if your panel is 100 amps or more, an upgrade is likely not necessary.
Above all, you should make sure that the gas line and electric work is taken care of before the stove installer comes to your home. Richardson said that occasionally, retailers will provide plumbing and electrical services as an add-on option, so it never hurts to ask. But most likely you’ll be sourcing contractors and compiling quotes on your own. If you don’t already have a go to person for the job, ask friends, family, and neighbors for references. Google and Yelp reviews are always there too.
New electric ranges do not usually come with a power cord. You must purchase your own power cord prior to installation.
Once you get time on the calendar with a trustworthy, knowledgeable and fair-priced plumber and electrician, it’s time to schedule the installation of your new range or cooktop. And after that it’s time to metaphorically fire up those resistive coils or electromagnetic fields and make yourself an electrified meal for the ages.
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For now at least, USAID’s future looks — literally — dark.
Elon Musk has put the U.S. Agency for International Development through the woodchipper of his de facto department this week in the name of “efficiency.” The move — which began with a Day One executive order by President Trump demanding a review of all U.S. foreign aid that was subsequently handed off to Musk’s Department of Government Efficiency — has resulted in the layoff or furloughing of hundreds of USAID employees, as well as imperiled the health of babies and toddlers receiving medical care in Sudan, the operations of independent media outlets working in or near despotic regimes, and longtime AIDS and malaria prevention campaigns credited with saving some 35 million lives. (The State Department, which has assumed control of the formerly independent agency, has since announced a “confounding waiver process … [to] get lifesaving programs back online,” ProPublica reports.) Chaos and panic reign among USAID employees and the agency’s partner organizations around the globe.
The alarming shifts have also cast enormous uncertainty over the future of USAID’s many clean energy programs, threatening to leave U.S. allies quite literally in the dark. “There are other sources of foreign assistance — the State Department and the Defense Department have different programs — but USAID, this is what they do,” Tom Ellison, the deputy director for the Center for Climate and Security, a nonpartisan think tank, told me. “It is central and not easily replaced.”
In addition to “saving and improving lives around the world in an altruistic sense,” USAID has “a lot of benefits for U.S. national interests and national security,” Ellison went on. Though USAID dates back to the Cold War, its Power Africa initiative launched under President Barack Obama in 2013, and energy investment projects around the world followed. Of its $42.8 billion budget request for 2025, the agency had earmarked $4.1 billion for global infrastructure and investment programs, including energy security and excluding its additional targeted energy investment in Ukraine.
Some of these benefits are immediate and obvious. For example, USAID invested $422 million in new energy infrastructure in Ukraine, including more than a thousand generators and a solar and battery storage project, all to brace against Russia’s weaponized flow of fossil fuels. (USAID was also reviewing the deployment of Musk’s Starlink Satellite Terminals to the Ukrainian government prior to his gutting of the agency, per The Lever.)
But USAID is in the power business for other strategic reasons, too. USAID initiatives such as assisting Georgia and Kosovo in running their first renewable energy auctions help to secure energy stability and independence among countries where Russia is trying to gain sway. By the same token, rural electrification efforts in Africa help the U.S. remain a leader on the continent even as China is looking to make inroads. “China’s infrastructure and assistance programs around the world, like the Belt and Road Initiative — they consider that very explicitly a lever to peel U.S. allies away,” Ellison said. “Russian propagandists are already cheering the potential shutdown of USAID or a cut to their programs, for those reasons.”
Likewise, USAID has also rolled out energy projects in Indonesia, helping to deploy rooftop solar plants at airports and investing $200 million into a geothermal plant and two hydropower plants. Such efforts in the Indo-Pacific “pay dividends in strengthening relationships with allies and partners critical to that competition with China,” the Council on Strategic Risks, the parent institute of the Center for Climate and Security, wrote in a memo Tuesday.
That’s part of what makes the USAID whiplash so severe. Not only is the concern and uncertainty of the agency’s shutdown in complete opposition to the administration’s purported goal of “efficiency,” but Trump’s knee-jerk reaction to anything that suggests the idea of a U.S. handout — much less one that includes programs explicitly addressing “climate change” — runs counter to his stated goals of protecting U.S. troops and national security interests. USAID programs “are very cost-effective investments in terms of being a cent or less on the U.S. taxpayer dollars,” Ellison told me. “They’re paying for themselves over and over again in terms of humanitarian or military spending averted in the future.”
The American Clean Power Association wrote to its members about federal guidance that has been “widely variable and changing quickly.”
Chaos within the Trump administration has all but paralyzed environmental permitting decisions on solar and wind projects in crucial government offices, including sign-offs needed for projects on private lands.
According to an internal memo issued by the American Clean Power Association, the renewables trade association that represents the largest U.S. solar and wind developers, Trump’s Day One executive order putting a 60-day freeze on final decisions for renewable energy projects on federal lands has also ground key pre-decisional work in government offices responsible for wetlands and species protection to a halt. Renewables developers and their representatives in Washington have pressed the government for answers, yet received inconsistent information on its approach to renewables permitting that varies between lower level regional offices.
In other words, despite years of the Republican Party inching slowly toward “all of the above” energy and climate rhetoric that seemed to leave room for renewables, solar and wind developers have so far found themselves at times shut out of the second Trump administration.
ACP’s memo, which is dated February 3 and was sent to its members, states that companies are facing major challenges getting specific sign-offs and guidance from the Army Corps of Engineers, which handles wetlands permits, as well as the Fish and Wildlife Service, our nation’s primary office for endangered species and migratory bird regulation.
Federal environmental protection laws require that large construction projects — even those on state and private lands — seek direction from these agencies before building can commence. Wetlands permitting has long been the job of the Army Corps, which determines whether particularly wet areas are protected under the Clean Water Act. Wetlands have historically been a vector for opponents of large pipelines and mines, as such areas are often co-located with sensitive ecosystems that activists want to preserve.
Fish and Wildlife, meanwhile, often must weigh in on development far from federal acreage because, according to the agency, two-thirds of federally listed species have at least some habitat on private land. FWS also handles the conservation of bird species that migrate between the U.S. and Canada, which are protected under the Migratory Bird Treaty Act. Any changes to federal bird consultation could impact wind developers because turbine blades can kill birds.
Now, apparently, all those important decision-makers are getting harder to read — or even reach. Army Corps district activity has become “widely variable” and is “changing quickly,” per the memo, with at least two districts indicating that for “wind or solar projects” they “will not be issuing any JDs,” meaning jurisdictional determinations for federally protected wetlands — that is, they won’t even say whether federal wetlands are present at a construction site or not. According to the Army Corps, receiving a JD is optional, but it is nevertheless an essential tool for developers trying to avoid future legal problems in the permitting process.
In addition, emails from staff in FWS’ migratory birds protection office now apparently include a “boilerplate notice” that says the office “is unable to communicate with wind facilities regarding permitting at this time.”
Usually, renewables developers just get a simple go-ahead from the government saying that they don’t have wetlands or bird nests present and that therefore work can begin. Or maybe they do have one of those features at the construction site, so guardrails need to be put in place. Either way, this is supposed to be routine stuff unless a project is controversial, like the Keystone XL pipeline or Pebble Mine in Alaska.
It’s not immediately clear how solar and wind developers move forward in this situation if they are building in areas where wetlands or protected species even may be present. Violating wetlands and species protection laws carries legal penalties, and with the Trump administration arranging itself in such an openly hostile fashion against renewables developers, it’s probably not a good idea to break those laws.
Unfortunately for industry, the ACP memo describes a confusing state of affairs. “Written guidance from ACOE [Army Corps of Engineers] to industry has been expected but members have not seen it yet. Actions and communications from regional districts appear to be guided by internal ACOE emails,” the document states. Staffing within the Army Corps is “uncertain” due to questions over whether money from the Inflation Reduction Act — which provided funds to hire permitting personnel — will be “available to continue funding staff positions in some offices,” or whether permitting staff will take the administration’s voluntary resignation offer, which the memo claims “is apparently still actively being pushed on staff with emails.”
Meanwhile, at Fish and Wildlife, ACP’s members “have indicated some staff are still taking phone calls and responding to emails to answer questions, while others are not.”
As with a lot happening in the early era of Trump 2.0, much of the permitting mess is still unclear. We don’t know who is behind these difficulties because there have been no public policy or guidance changes from the Army Corps or Fish and Wildlife. Trump did order agencies to stop issuing “new or renewed approvals” for wind projects shortly after entering office, but the ACP memo describes something altogether different: agency staff potentially refusing to declare whether an approval is even necessary to build on state or private lands.
Another example of how confusing this is? Interior had issued a 60-day pause on final decisions for solar projects, but the Army Corps isn’t under Interior’s control — it’s part of the Defense Department.
It’s also unclear if the contagion of permitting confusion has spread to other agencies, such as the Federal Aviation Administration, which we previously reported must regularly weigh in on wind turbines for aviation safety purposes. As I reported before Inauguration Day, anti-wind activists urged the Trump administration to essentially weaponize environmental laws against wind energy projects.
ACP didn’t respond to a request for comment. I also reached out to the Army Corps of Engineers and Fish and Wildlife Service, so I’ll let you know if and when I hear back from any of them.
It took the market about a week to catch up to the fact that the Chinese artificial intelligence firm DeepSeek had released an open-source AI model that rivaled those from prominent U.S. companies such as OpenAI and Anthropic — and that, most importantly, it had managed to do so much more cheaply and efficiently than its domestic competitors. The news cratered not only tech stocks such as Nvidia, but energy stocks, as well, leading to assumptions that investors thought more-energy efficient AI would reduce energy demand in the sector overall.
But will it really? While some in climate world assumed the same and celebrated the seemingly good news, many venture capitalists, AI proponents, and analysts quickly arrived at essentially the opposite conclusion — that cheaper AI will only lead to greater demand for AI. The resulting unfettered proliferation of the technology across a wide array of industries could thus negate the energy efficiency gains, ultimately leading to a substantial net increase in data center power demand overall.
“With cost destruction comes proliferation,” Susan Su, a climate investor at the venture capital firm Toba Capital, told me. “Plus the fact that it’s open source, I think, is a really, really big deal. It puts the power to expand and to deploy and to proliferate into billions of hands.”
If you’ve seen lots of chitchat about Jevons paradox of late, that’s basically what this line of thinking boils down to. After Microsoft’s CEO Satya Nadella responded to DeepSeek mania by posting the Wikipedia page for this 19th century economic theory on X, many (myself included) got a quick crash course on its origins. The idea is that as technical efficiencies of the Victorian era made burning coal cheaper, demand for — and thus consumption of — coal actually increased.
While this is a distinct possibility in the AI space, it’s by no means a guarantee. “This is very much, I think, an open question,“ energy expert Nat Bullard told me, with regards to whether DeepSeek-type models will spur a reduction or increase in energy demand. “I sort of lean in both directions at once.” Formerly the chief content officer at BloombergNEF and current co-founder of the AI startup Halcyon, a search and information platform for energy professionals, Bullard is personally excited for the greater efficiencies and optionality that new AI models can bring to his business.
But he warns that just because DeepSeek was cheap to train — the company claims it cost about $5.5 million, while domestic models cost hundreds of millions or even billions — doesn’t mean that it’s cheap or energy-efficient to operate. “Training more efficiently does not necessarily mean that you can run it that much more efficiently,” Bullard told me. When a large language model answers a question or provides any type of output, it’s said to be making an “inference.” And as Bullard explains, “That may mean, as we move into an era of more and more inference and not just training, then the [energy] impacts could be rather muted.”
DeepSeek-R1, the name for the model that caused the investor freakout, is also a newer type of LLM that uses more energy in general. Up until literally a few days ago, when OpenAI released o3-mini for free, most casual users were probably interacting with so-called “pretrained” AI models. Fed on gobs of internet text, these LLMs spit out answers based primarily on prediction and pattern recognition. DeepSeek released a model like this, called V3, in September. But last year, more advanced “reasoning” models, which can “think,” in some sense, started blowing up. These models — which include o3-mini, the latest version of Anthropic’s Claude, and the now infamous DeepSeek-R1 — have the ability to try out different strategies to arrive at the correct answer, recognize their mistakes, and improve their outputs, allowing for significant advancements in areas such as math and coding.
But all that artificial reasoning eats up a lot of energy. As Sasha Luccioni, the AI and climate lead at Hugging Face, which makes an open-source platform for AI projects, wrote on LinkedIn, “To set things clear about DeepSeek + sustainability: (it seems that) training is much shorter/cheaper/more efficient than traditional LLMs, *but* inference is longer/more expensive/less efficient because of the chain of thought aspect.” Chain of thought refers to the reasoning process these newer models undertake. Luccioni wrote that she’s currently working to evaluate the energy efficiency of both the DeepSeek V3 and R1 models.
Another factor that could influence energy demand is how fast domestic companies respond to the DeepSeek breakthrough with their own new and improved models. Amy Francetic, co-founder at Buoyant Ventures, doesn’t think we’ll have to wait long. “One effect of DeepSeek is that it will highly motivate all of the large LLMs in the U.S. to go faster,” she told me. And because a lot of the big players are fundamentally constrained by energy availability, she’s crossing her fingers that this means they’ll work smarter, not harder. “Hopefully it causes them to find these similar efficiencies rather than just, you know, pouring more gasoline into a less fuel-efficient vehicle.”
In her recent Substack post, Su described three possible futures when it comes to AI’s role in the clean energy transition. The ideal is that AI demand scales slowly enough that nuclear and renewables scale with it. The least hopeful is that immediate, exponential growth in AI demand leads to a similar expansion of fossil fuels, locking in new dirty infrastructure for decades. “I think that's already been happening,” Su told me. And then there’s the techno-optimist scenario, linked to figures like Sam Altman, which Su doesn’t put much stock in — that AI “drives the energy revolution” by helping to create new energy technologies and efficiencies that more than offset the attendant increase in energy demand.
Which scenario predominates could also depend upon whether greater efficiencies, combined with the adoption of AI by smaller, more shallow-pocketed companies, leads to a change in the scale of data centers. “There’s going to be a lot more people using AI. So maybe that means we don’t need these huge, gigawatt data centers. Maybe we need a lot more smaller, megawatt-size data centers,” Laura Katzman, a principal at Buoyant Ventures, told me. Katzman has conducted research for the firm on data center decarbonization.
Smaller data centers with a subsequently smaller energy footprint could pair well with renewable-powered microgrids, which are less practical and economically feasible for hyperscalers. That could be a big win for solar and wind plus battery storage, Katzman explained, but a boondoggle for companies such as Microsoft, which has famously committed to re-opening Pennsylvania’s Three Mile Island nuclear plant to power its data centers. “Because of DeepSeek, the expected price of compute probably doesn’t justify now turning back on some of these nuclear plants, or these other high-cost energy sources,” Katzman told me.
Lastly, it remains to be seen what nascent applications cheaper models will open up. “If somebody, say, in the Philippines or Vietnam has an interest in applying this to their own decarbonization challenge, what would they come up with?” Bullard pondered. “I don’t yet know what people would do with greater capability and lower costs and a different set of problems to solve for. And that’s really exciting to me.”
But even if the AI pessimists are right, and these newer models don’t make AI ubiquitously useful for applications from new drug discovery to easier regulatory filing, Su told me that in a certain sense, it doesn't matter much. “If there was a possibility that somebody had this type of power, and you could have it too, would you sit on the couch? Or would you arms race them? I think that is going to drive energy demand, irrespective of end utility.”
As Su told me, “I do not think there’s actually a saturation point for this.”