WEMO24-Compiled Report-Interactive compressed (002) 4154-7882-8116 v.1 - Flipbook - Page 259
Market Data
Data and Digital
HOME
ENERGY IN
THE REGIONS
Gen AI
FIGURE 1
Data centres are signi昀椀cant drivers of growth in electricity demand in many regions
• Since 2020, the e昀케ciency gains appear to have
dwindled, and the power consumed by data
centers has risen
Data Centres Electric Consumption, Global | 2020-2030
• Some AI innovations will boost computing speed
faster than they ramp up their electricity use, but
the widening use of AI will still imply an increase
in the technology’s consumption of power. For
instance, a single ChatGPT query requires 2.9
watt-hours of electricity, compared with 0.3
watt-hours for a Google search, according to the
International Energy Agency
All 昀椀gures in TWh
1200
1000
• Updated
regulations
and
technological
improvements, including on e昀케ciency, will
be crucial to moderate the surge in energy
consumption from data centres
800
600
400
2020
2021
2022
2024
U.S. ex-AI
Source: Goldman Sachs
2025
U.S. AI
2023
2026
RoW ex-AI
2027
RoW AI
2028
2029
2030
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