Truths about how the power sector can (and cannot) respond to datacenter needs
A lot is said … but what is true?
The interplay between AI, datacenters, and energy markets is rapidly changing, often in conflicting ways. The surge in datacenter power demand, driven by AI, is creating new investment opportunities in the power sector that were simply uncontemplated just two years ago. At the same time, forecasts for datacenter load growth are highly variable, posing risks of under- and overinvestment. Datacenter providers require immediate access to clean, reliable, and abundant energy, leaving power suppliers with limited options and time to adapt. While the power sector typically operates on long timelines, the tech sector is experiencing a fast-paced shift due to AI.
This report addresses seven common questions stemming from this complex industry landscape, covering topics such as datacenter demand growth, the capacity of renewables to meet these needs, opportunities for gas generation, prospects for nuclear and other zero-emission technologies, flexibility in datacenter loads, potential infrastructure and policy reforms, and the impact of global trade disruptions on AI leadership.
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