Data centres on track to use as much power as Japan by 2030
Grid operators warn that AI demand is outpacing new generation in several regions. Synteza's AI desk cross-checked 1 primary source and the latest market pricing to build this briefing.
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945 TWh a year by 2030. More than double today’s consumption. That scale matters because it shifts how households, lenders and companies plan for the next two quarters.
Some US grid regions already route a fifth of power to data centres. Analysts expect this to remain the key variable to watch in the coming sessions.
Utilities are fast-tracking gas peakers. Analysts expect this to remain the key variable to watch in the coming sessions.
What comes next: officials will publish fresh projections within weeks, and markets will test whether today's narrative survives the next data release.
Discussion4
MK Marta KowalskaMortgage analyst14 min ago The borrower savings figure is the real headline here. Variable-rate households will feel this within two billing cycles.
DO Daniel Ortega9 min ago Only if banks pass it through quickly. Last cycle the lag was closer to four months.
MK Marta KowalskaMortgage analyst6 min ago Fair point — competition is tighter this time, so I expect a faster pass-through.
LF Lena Fischer22 min ago Would love a follow-up on how this interacts with the złoty. The rate gap story feels underpriced.