This year (2024) will go down in history as the year the energy sector woke up to AI. Every energy conference offers multiple sessions on the subject, and they are standing room only. Last year’s (2023’s) Electricity Market Report published by the International Energy Agency (IEA) contained not one single mention of data centers, this year’s report had a whole section on them. Is the data center power frenzy just the latest of a long line of energy sector bubbles, … read more »

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