Trend Sustainable energy infrastructure becomes the power behind AI

Summary

The report argues that explosive AI development is causing huge electricity consumption and environmental problems, making a fundamental shift in energy infrastructure urgent. The computing power needed to train and run large models grows exponentially every year, and AI is pushing data centre electricity use higher, straining supply stability. Beyond raw performance, energy efficiency and sustainability are expected to become new core sources of competitiveness in AI among major countries. As power costs and carbon burdens are recognised as long-term operating risks, carbon neutrality is turning into a prerequisite for building and running AI infrastructure. Low-power AI chips, immersion cooling, AI-driven smart grids and siting data centres near wind and solar farms are spreading as responses.