New research from Capgemini reveals that the vast majority of utilities are unable to accurately forecast the energy demand created by the rapid expansion of AI-driven data centres.
The report found that 77% of utilities are struggling to predict this demand.
Electricity consumption from AI training and inferencing is set to rise from 25% to 60% of total data centre electricity use within three to five years.
This shift is already displacing other IT workloads and forcing energy providers to rethink how they plan and operate the grid.
Claire Gauthier, Global Head of Energy and Utilities at Capgemini, says the energy sector is being reshaped by AI in two directions at once.
