Update attached to the IEA Energy and AI analysis vehicle.
New figures on the record
FactGlobal data-centre electricity demand grew by 17% in 2025, according to the IEA summary.
AI-focused data centres grew 50% in 2025 on the same account.
The central projection moves from 485 TWh in 2025 to 950 TWh in 2030.
Why infrastructure debates cite this update
AnalysisMoratorium proposals, grid upgrades and local permitting fights need a shared demand baseline. This publication refreshes that baseline; it does not enact a control.
Limits
LimitsThe IEA notes bottlenecks and upside cases. Do not treat 950 TWh as a certainty band.