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AI is Fast Becoming One of the Grid's Biggest Customers

According to the IEA’s April 2025 Energy and AI report, global data center electricity demand is set to double by 2030 with more and more tech companies rapidly signing up for 24/7 CFE. Yet, U.S. transmission expansion is projected to reach only 15% of what’s needed. That leaves a 40% gap between forecasted and planned grid capacity.

The Wake-Up Call

AI Is Shaping the Next Energy Transition Faster Than the Grid Can React

This isn’t just a strain on infrastructure—it’s a strategic inflection point for business, investment, and innovation.

 

 

 

FSX Talks | AI, Energy Demand, and the Future of Data Centers

FSX's Head of Research and Consulting, Dr. Kevin Pang, sits down with Harshit Sharma, FSX’s Director of Energy Research, to unpack a rising challenge for infrastructure leaders.

In just a few minutes, they dive into: 

 

How the AI surge is reshaping energy forecasts
The rising role of behind-the-meter solutions
Why next-gen nuclear, geothermal, and flow batteries matter now 

A New Standard for Energy Procurement 

Matching Every Megawatt-Hour with Local, Zero-Carbon Generation—Every Hour of the Day

Key Questions for the Markets to Address:

  • When will 24/7 CFE go mainstream and who will lead adoption by sector and region?

  • Which technologies are best suited for behind the meter, carbon-free power and how do SMRs compare to renewables + batteries? 

  • How can tech companies build mini grid ecosystems to meet AI's energy demand and who should they partner with?

  • What new business models can energy companies and OEMs develop to serve the growing data center market?

  • What risks and competitive pressures will energy players face as AI and energy systems converge? 

We help answer the biggest questions shaping the future of 24/7 carbon-free energy—turning uncertainty into opportunity through practical, commercial-ready solutions.

"Resiliency demands are accelerating the shift to 24/7 carbon-free microgrids—creating new growth at the intersection of storage, grid infrastructure, and digital energy models.”

What Sets FutureScaleX Apart

A Decision System for Solving AI's Power and Infrastructure Needs

Working with FSX on AI's energy needs gives your team the tools to address the critical questions shaping this space—from technology selection and business model design to regional readiness and regulatory alignment.

Your Advisor for What's Next in Energy and AI

AI isn’t just changing how companies operate—it’s reshaping how they plan, procure, and partner for power. At FSX, we help organizations assess the viability of behind-the-meter solutions, demand response strategies, and region-specific energy models designed for 24/7 carbon-free delivery. Whether you’re a data infrastructure leader, energy developer, or industrial operator, our advisory services help quantify the value of flexible energy solutions and activate business models the tech sector is actively seeking.

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    Pinpoint where and how to lead 24/7 CFE adoption, by sector and region
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    Design revenue-generating business models built for AI-era energy demand
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    Deploy the most effective tech stacks; proven, scalable, and site-specific
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    Execute with regulatory clarity and the right strategic partners at the table
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