AI Computing Power Revolutionizes Global Electricity Ecosystem

News Flash 2026-05-06 17:41

The rapid advancement of AI computing power is fundamentally transforming the global electricity ecosystem, reshaping the digital economy and energy systems. AI data centers, characterized by high power density and variability, have become the third-largest electricity consumers, following industry and residential users. This shift is driving a new paradigm of "computing-power and electricity coordination," now part of national infrastructure strategies like China's 15th Five-Year Plan. Global data center electricity consumption is projected to reach 18,000 billion kilowatt-hours by 2030, significantly impacting power systems worldwide. The integration of AI computing centers is causing supply-demand imbalances, leading to grid congestion and soaring market prices. Countries like China are leveraging strategies such as "East Data, West Computing" to optimize resource allocation and enhance grid resilience, aiming to build a computing-power-friendly ecosystem through strategic coordination and technological innovation.

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