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The Age of Compute: How AI and Data Centers Rewired Global Energy Investment

The Age of Compute: How AI and Data Centers Rewired Global Energy Investment

Global energy investment hits $3.3 trillion in 2025, with two-thirds ($2.2 trillion) now flowing to clean energy. The IEA warns that AI and data centers are reshaping demand, potentially consuming 1,000 TWh by 2030 and driving a new “Age of Electricity and Intelligence.”

The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook

The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook

By 2030, renewables will supply 43% of global power—over 4,600 GW, twice 2022’s total. Yet nearly one point of today’s demand growth stems from “AI + AC.” Data centers, once grid burdens, now accelerate renewables—adding 110 TWh, or ~54 GW, of clean capacity by 2030.

America’s AI Action Plan: An Energy and Infrastructure Appraisal

America’s AI Action Plan: An Energy and Infrastructure Appraisal

The Machine in the Control Room: Reviewing NERC’s White Paper on AI and ML in Real-Time System Operations

The Machine in the Control Room: Reviewing NERC’s White Paper on AI and ML in Real-Time System Operations

The Grid Behind the Algorithm: Reviewing the DOE’s Case for AI-Driven Infrastructure Reform

The Grid Behind the Algorithm: Reviewing the DOE’s Case for AI-Driven Infrastructure Reform

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment According to IEA

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment According to IEA

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy