EP.249 The Data Centre Surge: AI’s Impact on Power Demand and Grid Planning
Update: 2025-06-24
Description
In this episode, we explore how the explosive growth of AI is driving a rapid expansion of data centres, and how this surge is reshaping power systems and energy infrastructure around the world. Richard Howard, Aurora’s Global Research Director, is joined by Malavika Gode, Senior Associate in our UK Advisory team, to unpack the energy implications of this accelerating global trend and what it means for the future of electricity systems.
Main topics include:
- The projected surge in power demand from data centres globally, and what’s driving it
- Key factors influencing where data centres are being built and how location decisions intersect with grid challenges
- How data centres are sourcing power today and what needs to happen for their growth to be sustainable
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