데이터센터 확장과 전력망 제약 간의 격차를 해소

Actionable Benefits:

• Identify short and long-term solutions to increase grid capacity.
• Select alternative energy sources to bypass grid capacity constraints.
• Develop insight on how to cooperate across the energy and Data Center (DC) ecosystems for maximum result.

Critical Questions Answered:

• What level of investment is needed to increase electric grid capacity to meet future demand?
• Who are the key energy technology providers that DC players should partner with?
• Which grid management and orchestration software solutions can alleviate pressure on grids and unlock capacity in the short term?

Research Highlights:

• Technologies and approaches that grid operators and energy technology vendors can adopt.
• Technologies and approaches that hyperscalers, Artificial Intelligence (AI) developers, and co-location providers can implement.
• Description of the size and nature of the DC energy challenge in terms of energy demand and planning.

Who Should Read This?

• Strategy executives at energy grid operators.
• Product managers at energy technology vendors.
• Chief Technology Officers (CTOs) at hyperscalers.
• Planners with co-location providers.

TABLE OF CONTENTS

1 KEY FINDINGS

• 1.1. KEY INITIATIVES AND APPROACHESmdashHYPERSCALERS VERSUS GRID OPERATORS
• 1.2. LONG-TERM SOLUTIONS BEYOND 2035 TO 2040

2 KEY FORECASTS

• 2.1. DATA CENTER ENERGY CONSUMPTION OUTLOOK
• 2.2. ELECTRICITY GRID INVESTMENTS

3 KEY COMPANIES AND ECOSYSTEMS

• 3.1. NEED FOR ECOSYSTEM COOPERATION AND DIALOGUE
• 3.2. KEY INITIATIVES FROM ENERGY TECHNOLOGY PLAYERS AND DC STAKEHOLDERS

4 THE DATA CENTER ENERGY GAP PROBLEM ASSESSMENT

• 4.1. LACK OF GRID CAPACITY
• 4.2. INEFFICIENT GRID PLANNING LENGTHY IMPLEMENTATION CYCLES AND LACK OF ALIGNMENT

5 HIGH PRIORITY ACTIONS TO ADDRESS THE DATA CENTER ENERGY GAP

• 5.1. DC LOCATION OPTIMIZATION AND DISTRIBUTED DATACENTERS
• 5.2. UNLOCKING AVAILABLE GRID CAPACITY THROUGH DIGITALIZATION AND AUTOMATION
• 5.3. GRID CAPACITY FORECASTING PLANNING AND IMPLEMENTATION
• 5.4. ALTERNATIVE AND ON-SITE ENERGY APPROACHES
• 5.5. DATA CENTER ENERGY EFFICIENCY TECHNOLOGIES