安联研究_代码、碳与千瓦:AI的隐性代价与电网绿色化竞赛.pdfVIP

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安联研究_代码、碳与千瓦:AI的隐性代价与电网绿色化竞赛.pdf

Code,carbon,kilowatts:AI’s

hiddentollandtheraceto

greenthegrid

30June2026

AllianzResearch

AllianzResearch

Content

4

ExecutiveSummary

7

Settingthescene:Powerdemandgrowthandimpacton

energyinvestments

9

HowwellarecountriespreparedforgreenAI?

12

Sizingthefootprint:datacenteremissionstoday

16

CanAIgrowth

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