Solar Power to Lead by 2035, but AI Data Centers Will Sustain Hydrocarbon Demand

Colleagues, an update from technology and energy:
BNEF forecasts that by 2035 solar will be the largest electricity source, while demand rises due to AI and electrification.

— Solar generation is getting cheaper and outpacing coal and gas.
— BNEF expects data centres will require roughly 1 TW of additional utility-scale solar and hundreds of gigawatts of gas and coal to meet 24/7 demand.
— Long-duration storage, geothermal and nuclear could partially replace fossil fuels, but competition with photovoltaics remains intense.

Why this matters: choices by data centre operators will determine which sources remain viable through the transition.

What investments do you consider a priority for sustainable data centres?

#energy #solarenergy #datacenters #AI