AI's Real Energy Constraint Is the Grid Queue, Not the Gigawatt Headline
Data-centre electricity use grew 17% in 2025 and the IEA expects it to double by 2030. A September study puts AI's own share near 1% of global demand. Both numbers are right, and together they explain why the fight has moved to interconnection queues.
The case that AI is about to eat the world's electricity supply rests on one trend line. In its 2026 update, the International Energy Agency put growth in data-centre electricity consumption at 17% for 2025, against 3% g…
