Ratul Puri on AI Electricity Demand | The Rise of Physical AI
Ratul Puri, Chairman of Hindustan Power, explores how the rise of Physical AI could reshape global electricity demand as artificial intelligence moves beyond data centres and into factories, vehicles, robots and machines.
Ember’s illustrative scenario estimates combined electricity demand from data centres and Physical AI could reach around 7,350 TWh annually by the late 2030s. Automated factories, electric trucking, autonomous cars and robotaxis could become significant new electricity loads.
As AI moves from computing to physical action, the power system will need greater reliability, efficiency and power quality, alongside infrastructure such as transformers, substations, storage, UPS systems and switchgear.
Ratul Puri highlights why electricity will become increasingly central to the evolution of the physical economy.