AI is no longer just a software story – it's an energy story. Every new model, every new data centre and every leap in computing power comes with a growing demand for electricity.
The challenge isn't whether we'll keep building better AI. It's whether we can build the energy infrastructure quickly enough to support it.

Energy has become a strategic asset. Recent conflicts and disruptions have shown how vulnerable critical infrastructure and supply chains can be.
Keeping the lights on is no longer just about cost, it's about resilience, reliability and reducing dependence on fragile systems.

Renewables will keep playing a major role, but they're only part of the picture. Technologies like green hydrogen, long-duration energy storage and small modular reactors are moving closer to commercial reality and could help meet growing demand while cutting emissions.

AI is no longer just a software story, it's an energy story.
Every new model, every new data centre and every leap in computing power comes with a growing demand for electricity. The challenge isn't whether we'll keep building better AI. It's whether we can build the energy infrastructure quickly enough to support it.