2026人工智能对接电网把握数据中心电力布局机遇研究报告.docxVIP

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2026人工智能对接电网把握数据中心电力布局机遇研究报告.docx

AImeets

thegridShapingthedatacenterpower

thegrid

Makeitreal.

2

CapgeminiResearchInstitute2026

AImeetsthegrid:Shapingthedatacenterpowerplay

Tableofcontents

06

Executivesummary

11

Whoshouldreadthisreportandwhy?

12

Datacentersare

poweringthesurgeinelectricitydemand

Data-centerpowerdemandtestsgridlimitsandrede?nesutilitypriorities

30

38

On-siteand

diversi?edenergytothefore

CapgeminiResearchInstitute2026

3

AImeetsthegrid:Shapingthedatacenterpowerplay

AIpromisesto

powerthefuture

Howenergyfirmsmustevolvefor

64thenextpha

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