27.05.2025
The development and uptake of artificial intelligence (AI) have accelerated in recent years, raising questions about what the widespread deployment of the technology will mean for the energy sector. There is no AI without energy, specifically, electricity for data centres. At the same time, AI could transform how the energy industry operates if the sector adopts it at scale. However, until now, policy makers and other stakeholders have often lacked the tools to analyse both sides of this issue due to limited availability of comprehensive data.
This report from the International Energy Agency (IEA) aims to fill this gap based on new global and regional modelling and datasets, as well as extensive consultation with governments and regulators, the tech sector, the energy industry and international experts. It analyses what the adoption of AI could mean for energy security, emissions, innovation and affordability. The report includes projections for how much electricity AI could consume over the next decade, as well as which energy sources are set to meet it. In particular, a focus is provided on hourly matching of data centres’ electricity consumption with renewable energy generation: the event will highlight how high temporal granularity matching is crucial for ensuring that the growing AI-driven load is met, minimizing carbon emissions associated with energy use.
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