Truths about how the power sector can (and cannot) respond to datacenter needs| S&P Global Market Intelligence

S&P Global Market Intelligence. We provide essential insights for our clients through powerful business intelligence solutions that combine comprehensive data, actionable analytics

The interplay between AI, datacenters and energy markets is evolving rapidly in multiple and sometimes conflicting ways.

This report addresses seven common questions that arise from this dynamic and sometimes paradoxical state of the industry. It touches on topics including the:

Outlook for datacenter demand growth
Aptitude of renewables to meet datacenter needs
Opportunities for gas-fired generation
Prospects for nuclear and other zero-emission baseload technologies
Level of flexibility in datacenter loads
Possibility of infrastructure permitting and policy reform
Influence of global trade disruptions on AI dominance

Gain vital insights into how the power sector can respond to datacenter needs.

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