I'm still missing one or two candidates for this sector in my portfolio. Who do you see as a utility in a top position for this development over the next few years? Are there any globally positioned candidates? I once had $IBE (-0,08 %) in my portfolio, today I regret the sale. $NEE (-2,31 %) I find it quite exciting.
https://www.iea.org/reports/energy-and-ai/executive-summary
AI is set to drive surging electricity demand from data centers while offering the potential to transform how the energy sector works
The electricity consumption of data centers is expected to more than double to around 945 TWh by 2030. This is slightly more than Japan's current total electricity consumption. Alongside the rising demand for other digital services, AI is the most important growth driver. The USA accounts for by far the largest share of this forecast increase, followed by China. In the USA, data centers are responsible for almost half of the growth in electricity demand between now and 2030. By the end of the decade, the country is expected to consume more electricity for data centers than for the production of aluminum, steel, cement, chemicals and all other energy-intensive goods combined. After 2030, uncertainties increase further, but our baseline scenario assumes that global data center electricity consumption will rise to around 1,200 TWh by 2035.
