The industry's physical ceiling. Hyperscalers moved from buying electricity to owning generation, and that is already rewriting regional energy.
About this eventData centres used about 1.5% of global electricity; the IEA expects demand to more than double by 2030.
The global share looks small, but load is concentrated in a few regions and therefore runs into local grids, connection queues and available generation. The IEA also stresses a wide forecast range: demand depends on AI adoption as well as model and hardware efficiency.
Source: IEAAbout this eventMicrosoft contracted 835 MW for 20 years; Constellation plans to return the unit to service in 2028.
About this eventEvery major hyperscaler has signed nuclear contracts: 13 projects, nearly ten gigawatts.
About this eventGlobal data-centre consumption climbs from 447 TWh in 2025 to 565 TWh in 2026 — up 26%.
About this eventThe AI server share, up from about 20% a year earlier. By 2027 they should pass all conventional servers combined.
About this eventA study estimates more than 100 GW of potential grid headroom from flexible load management; this is a scenario estimate, not capacity already available.
About this eventMicrosoft and Helion agreed 50 MW by 2028, Google took 200 MW from Commonwealth Fusion for the early 2030s. No contract has been delivered yet.
About this eventData centres move to the source — next to a reactor, into the desert sun, ultimately into orbit.
Primary material behind this dossier: papers, lab publications and official reports.