哥伦比亚大学商学院：2026数据中心电力需求洞察报告：聚焦美国、中国与欧盟地区（英文版）（24页）.pdf

1、CKI AI x Data Centers-250820pptxBOSPowering DataHyae Ryung Kim,Ariela Farchi Behar,Isabel Hoyos,Una Oljaca,Shubhangi Prasad,YosafatPartogi Simbolon,Clara Zibell,and Gernot Wagner 23 January 2026CKI AI x Data Centers-250820pptxBOS2 of 24Executive SummaryMeeting AI Energy DemandRising demand:Data cent

2、ers are on track to triple global electricity use by 2035,with AI the dominant driver.By 2030,they could consume nearly 1,000 TWh per year,3%of world demand.-Despite surging demand,emissions can plateau if data centers are increasingly powered by renewables.By 2030,over 50%of data center power is pr

3、ojected to be renewable,but fossil fuels(especially gas and coal in China and the United States)remain a near-term power source.Decarbonizing the energy supply is critical to curbing data center emissions.Regional trends:The U.S.and China alone will account for 80%of growth,making them the epicenter

4、 of both opportunity and grid stress.Europe will grow slower but faces permitting and public pushback.India is rapidly emerging as the next hub.-The U.S.grid faces long interconnection queues,increasing household bills,and local moratoriums.This is pushing data center developers to shift to“power fi

5、rst”siting strategies and behind-the-meter solutions such as onsite renewables,small modular reactors(SMRs)for nuclear,and geothermal.-Chinas state-led model,Eastern Data,Western Computing,enables speed and grid decompression by moving data center clusters inland and away from major cities,offering

6、a potential template for the West.Data center operators:Amazon,Microsoft,Google,Meta,and other companies that operate hyperscale data centers control 50%of capacity and are the biggest buyers of renewables in the U.S.Their procurement decisions effectively shape clean energy investment pipelines.-Ef