Energy
Power demand, grid capacity and the energy economics of AI and data center growth.
Latest thinking
Europe Is Losing The AI Race as Energy Costs Soar
On how Europe's comparatively high energy costs are becoming a structural handicap in the global race to build AI infrastructure.
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Britain's data centres are eating the grid - and we underestimated the damage
On how quickly UK and US data centre electricity demand has outpaced earlier forecasts, and what that means for grid planning.
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A.I., Data Centers and Climate Impact: How Leaders Are Rewriting the Energy Equation
Written around COP30, on how infrastructure leaders are rethinking the energy equation between AI growth and climate commitments.
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World Economic Forum
Record US power use as AI surges, and more energy stories
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Powering AI: The Energy Race Behind the Digital Revolution
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IDCA: AI Power Demand Races Ahead of Renewable Energy Growth
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IDCA Global Energy Report: AI Data Centres' Power Challenge
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IDCA: The Global Data Centre Sector's Latest Energy Trends
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China's energy headroom for new data centres
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IDCA warns of 'delay tax' as AI datacentre power surges 50%
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Data centres continue to guzzle electricity – what's the industry doing about it?
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