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