RESEARCH & INTELLIGENCE
A selective briefing of primary-source observations and interpretations. Dates, source links and the difference between facts and forecasts are kept visible.
The International Energy Agency's 2026 central projection places global data-centre electricity demand at approximately 950 TWh in 2030, from 485 TWh in 2025. This is a projection rather than a measured 2030 result. Grid connections, equipment supply and financing can affect outcomes.
Read the primary source ↗Nebius announced public live spot pricing and expanded purchasing approaches for AI compute. Dynamic prices are not reproduced here; verify at source.
Official announcement ↗CoreWeave announced field engineering support for Physical AI, reflecting new requirements beyond renting raw accelerator capacity.
Official announcement ↗Lambda announced an expanded leadership structure for gigawatt-scale AI infrastructure, including a change of CEO.
Official announcement ↗RESEARCH STANDARD
Historical figures belong to a defined reporting period, method and jurisdiction.
Forecasts depend on assumptions and should not be mistaken for future certainties.
Vendor claims describe their offerings, not neutral performance comparisons.
Research reviewed 10 November 2026. All linked material belongs to its respective publisher and may change. This is not investment or procurement advice.
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