AI is pushing the data center industry into uncharted territory. Training and running large-scale models requires exponentially more compute power—and that means exponentially more electricity. Analysts estimate global data center consumption could top 1,000 TWh by 2026, rivaling Japan’s entire grid demand.
This shift has ended the long-assumed stability of data center energy use. Instead, operators now face an energy arms race: securing megawatts quickly, reliably, and sustainably.
Beyond Buying Power: Becoming Energy Producers
Traditionally, data centers sat at the end of the grid, passively consuming power. That model no longer works. With hyperscale campuses demanding 100 MW or more—equal to a mid-sized city—operators are being forced to act like utilities themselves.
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