2024
One and a half percent of the world
Data centres used about 1.5% of global electricity, with roughly 3% projected by 2030.
Branches · ENERGY
Gigawatts of power
AI's hard limit today is not chips but the socket. Data centres need so much electricity that tech companies started buying and building their own power plants.
The industry's physical ceiling. Hyperscalers moved from buying electricity to owning generation, and that is already rewriting regional energy.
Status
TypeBranches
Marker
What exists today8
Researched
2026-02
Three Mile Island restart
Microsoft contracted 835 MW for 20 years, with restart expected in 2027.
2026-05
9.8 GW of nuclear deals
Every major hyperscaler has signed nuclear contracts: 13 projects, nearly ten gigawatts.
2026-06
565 TWh in a year
Global data-centre consumption climbs from 447 TWh in 2025 to 565 TWh in 2026 — up 26%.
In progress
сейчас
31% of data-centre power
The AI server share, up from about 20% a year earlier. By 2027 they should pass all conventional servers combined.
сейчас
The grid as a resource
Grid-flexible AI factories unlock stranded grid power — an estimated 100 GW of potential.
Planned
в планах
The first fusion kilowatt
Microsoft and Helion agreed 50 MW by 2028, Google took 200 MW from Commonwealth Fusion for the early 2030s. No contract has been delivered yet.
Distant horizons
впереди
Compute follows power
Data centres move to the source — next to a reactor, into the desert sun, ultimately into orbit.
Branches off
To the line