The Role of Gas in Powering AI-Driven Energy Demand 01

AI is accelerating electricity demand from data centres, transforming them into critical infrastructure. If the global electricity consumption continues in the current trend, by 2030 the equivalent of a decade of historical demand growth will be compressed into just five years. Growth spans both AI training (large, power-intensive graphic processing units (GPU) clusters) and AI inference (deployed broadly across industries). Training runs require tens of megawatts for weeks at a time, while inference workloads multiply steadily as adoption spreads into core business processes. This dual expansion means that demand grows not only in spikes but, also, in continuous base load.