{ "schemaVersion": 1, "moduleId": "energy", "generatedAt": "2026-08-12T12:00:00Z", "evidenceState": { "claimId": "energy/claim/evidence-state", "lastSourceCheckAt": "2026-08-21", "maturity": { "level": "preliminary", "label": "TIDLIG", "rationale": "To kompatible globale observasjoner og versjonerte IEA-scenarioer; regional nettkø og AI-andel er ennå ikke normalisert." }, "cadence": "monthly", "compatibleObservationCount": 2, "compatibleObservationLabel": "globale årsobservasjoner for alle datasentre", "trend": { "status": "limited", "label": "BEGRENSET", "rationale": "2024 og 2025 kan sammenlignes, men to punkter etablerer ikke en robust langsiktig trend. 2030-punktene er scenarioer." }, "measurementGaps": [ { "label": "regional nettkø og tilkobling", "claimId": "energy/claim/regional-grid-gap" }, { "label": "AI-only strømbruk", "claimId": "energy/claim/global-demand-2025" } ] }, "snapshot": { "schemaVersion": 1, "moduleId": "energy", "title": "Energy & Grid Pressure", "eyebrow": "SKALERINGSINNSATS / ENERGI", "asOf": "2025-12-31", "retrievedAt": "2026-08-12", "generatedAt": "2026-08-12T12:00:00Z", "sourceIds": [ "iea-energy-and-ai-2025", "iea-key-questions-energy-ai-2026" ], "status": "sparse", "evidenceState": { "claimId": "energy/claim/evidence-state", "lastSourceCheckAt": "2026-08-21", "maturity": { "level": "preliminary", "label": "TIDLIG", "rationale": "To kompatible globale observasjoner og versjonerte IEA-scenarioer; regional nettkø og AI-andel er ennå ikke normalisert." }, "cadence": "monthly", "compatibleObservationCount": 2, "compatibleObservationLabel": "globale årsobservasjoner for alle datasentre", "trend": { "status": "limited", "label": "BEGRENSET", "rationale": "2024 og 2025 kan sammenlignes, men to punkter etablerer ikke en robust langsiktig trend. 2030-punktene er scenarioer." }, "measurementGaps": [ { "label": "regional nettkø og tilkobling", "claimId": "energy/claim/regional-grid-gap" }, { "label": "AI-only strømbruk", "claimId": "energy/claim/global-demand-2025" } ] }, "decisionQuestion": "Vokser datasentrenes kraftbehov raskere enn energisystemet kan levere, og hvilke signaler skiller etterspørsel fra nettrisiko?", "summary": "485 TWh observert i 2025; nær dobling i IEAs sentralbane mot 2030", "valueStatement": "Se etterspørselsbanen, revisjonene og nettrisikoen som kan begrense compute-utbyggingen.", "valueClaimId": "energy/claim/demand-trajectory", "analysisRoute": "/tracker/energy/outlook", "measurements": [ { "id": "energy/data-centers/2025-electricity", "label": "Global datasenter-elektrisitet", "value": "485 TWh", "detail": "IEAs oppdaterte observasjon for 2025; alle datasentre, ikke bare AI.", "classification": "observation", "claimId": "energy/claim/global-demand-2025", "canonical": { "value": 485, "unit": "TWh/år" } }, { "id": "energy/data-centers/2030-updated-case", "label": "IEA sentralbane 2030", "value": "ca. 950 TWh", "detail": "Oppdatert scenario, ikke observert last.", "classification": "forecast", "claimId": "energy/claim/global-demand-2030-updated", "canonical": { "value": 950, "unit": "TWh/år", "qualifier": "ca." } }, { "id": "energy/data-centers/2025-2030-growth", "label": "Skalering i sentralbanen", "value": "1,96×", "detail": "950 / 485; tilsvarer ca. 14,4 % årlig sammensatt vekst.", "classification": "interpretation", "claimId": "energy/claim/demand-trajectory", "canonical": { "value": 1.9588, "unit": "multiple" } }, { "id": "energy/grid/planned-project-delay-risk", "label": "Planlagt kapasitet utsatt for nettforsinkelse", "value": "ca. 20 %", "detail": "IEA-analyse av prosjekter mot 2030; ikke et prosjektregister.", "classification": "forecast", "claimId": "energy/claim/grid-delay-risk", "canonical": { "value": 20, "unit": "%", "qualifier": "ca." } } ], "limitations": [ "Kildene måler alle datasentre; de isolerer ikke AI-trening eller AI-inferens.", "Globale TWh-tall skjuler lokale tilkoblingskøer, effektbehov og tidsprofil.", "2030-verdiene og forsinkelsesrisikoen er IEA-scenarioer og analyse, ikke observerte leveranser." ] }, "facts": { "schemaVersion": 1, "moduleId": "energy", "facts": [ { "id": "energy/fact/iea/2024-data-centers", "observedAt": "2024-12-31", "classification": "observation", "label": "Global data-centre electricity use", "value": "415 TWh", "sourceId": "iea-energy-and-ai-2025", "sourceLocator": "Executive summary: 2024 global consumption", "canonical": { "value": 415, "unit": "TWh/år" } }, { "id": "energy/fact/iea/2025-data-centers", "observedAt": "2025-12-31", "classification": "observation", "label": "Updated global data-centre electricity use", "value": "485 TWh", "sourceId": "iea-key-questions-energy-ai-2026", "sourceLocator": "Executive summary: updated 2025 consumption", "canonical": { "value": 485, "unit": "TWh/år" } }, { "id": "energy/fact/iea/2030-base-case-2025-edition", "observedAt": "2030-12-31", "classification": "forecast", "label": "2025 report Base Case for 2030", "value": "around 945 TWh", "sourceId": "iea-energy-and-ai-2025", "sourceLocator": "Executive summary: 2030 Base Case", "canonical": { "value": 945, "unit": "TWh/år", "qualifier": "ca." } }, { "id": "energy/fact/iea/2030-central-2026-update", "observedAt": "2030-12-31", "classification": "forecast", "label": "2026 update central projection for 2030", "value": "around 950 TWh", "sourceId": "iea-key-questions-energy-ai-2026", "sourceLocator": "Executive summary: updated 2030 projection", "canonical": { "value": 950, "unit": "TWh/år", "qualifier": "ca." } }, { "id": "energy/fact/iea/grid-delay-risk", "observedAt": "2030-12-31", "classification": "forecast", "label": "Planned capacity at risk of grid connection delay", "value": "around 20%", "sourceId": "iea-energy-and-ai-2025", "sourceLocator": "AI and energy security: location-specific grid-risk analysis", "canonical": { "value": 20, "unit": "%", "qualifier": "ca." } } ] }, "measurements": { "schemaVersion": 1, "moduleId": "energy", "timelineKnowledgeAt": "2026-08-12", "timelineHistory": [ { "id": "energy/timeline-revision/iea-2025-baseline", "knowledgeAt": "2026-08-10", "knowledgeUntil": "2026-08-12", "baseDate": "2024-12-31", "baseValue": 415, "observations": [ { "date": "2024-12-31", "value": 415, "label": "415 TWh", "measurementId": "energy/data-centers/2024-electricity", "claimId": "energy/claim/global-demand-2024" } ] } ], "measurements": [ { "id": "energy/data-centers/2024-electricity", "factIds": [ "energy/fact/iea/2024-data-centers" ], "observedAt": "2024-12-31", "classification": "observation", "label": "Global datasenter-elektrisitet 2024", "value": "415 TWh", "detail": "Direkte IEA-estimat.", "canonical": { "value": 415, "unit": "TWh/år" } }, { "id": "energy/data-centers/2025-electricity", "factIds": [ "energy/fact/iea/2025-data-centers" ], "observedAt": "2025-12-31", "classification": "observation", "label": "Global datasenter-elektrisitet 2025", "value": "485 TWh", "detail": "Oppdatert IEA-estimat.", "canonical": { "value": 485, "unit": "TWh/år" } }, { "id": "energy/data-centers/2030-base-case", "factIds": [ "energy/fact/iea/2030-base-case-2025-edition" ], "observedAt": "2030-12-31", "classification": "forecast", "label": "IEA 2025-utgave: Base Case 2030", "value": "ca. 945 TWh", "detail": "Kildescenario.", "canonical": { "value": 945, "unit": "TWh/år", "qualifier": "ca." } }, { "id": "energy/data-centers/2030-updated-case", "factIds": [ "energy/fact/iea/2030-central-2026-update" ], "observedAt": "2030-12-31", "classification": "forecast", "label": "IEA 2026-oppdatering: sentralbane 2030", "value": "ca. 950 TWh", "detail": "Oppdatert kildescenario.", "canonical": { "value": 950, "unit": "TWh/år", "qualifier": "ca." } }, { "id": "energy/data-centers/2025-2030-growth", "factIds": [ "energy/fact/iea/2025-data-centers", "energy/fact/iea/2030-central-2026-update" ], "observedAt": "2030-12-31", "classification": "interpretation", "label": "Skalering 2025–2030", "value": "1,96× / 14,4 % CAGR", "detail": "Reversibel beregning fra kanoniske TWh/år.", "canonical": { "value": 1.9588, "unit": "multiple" } }, { "id": "energy/grid/planned-project-delay-risk", "factIds": [ "energy/fact/iea/grid-delay-risk" ], "observedAt": "2030-12-31", "classification": "forecast", "label": "Planlagt kapasitet utsatt for nettforsinkelse", "value": "ca. 20 %", "detail": "Kildeanalyse.", "canonical": { "value": 20, "unit": "%", "qualifier": "ca." } } ] }, "claims": { "schemaVersion": 1, "moduleId": "energy", "generatedAt": "2026-08-13T09:38:37.011Z", "claims": [ { "id": "energy/claim/global-demand-2024", "claimType": "observation", "statement": "IEA anslår globalt datasenterforbruk til 415 TWh i 2024.", "asOf": "2024-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025" ], "measurementIds": [ "energy/data-centers/2024-electricity" ], "factIds": [ "energy/fact/iea/2024-data-centers" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Ikke en AI-only måling." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/global-demand-2025", "claimType": "observation", "statement": "IEAs oppdatering anslår globalt datasenterforbruk til 485 TWh i 2025.", "asOf": "2025-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2025-electricity" ], "factIds": [ "energy/fact/iea/2025-data-centers" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Ikke en AI-only måling." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/observed-growth-2025", "claimType": "derivation", "statement": "Det globale IEA-estimatet økte med 16,9 % fra 2024 til 2025.", "asOf": "2025-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025", "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2024-electricity", "energy/data-centers/2025-electricity" ], "factIds": [ "energy/fact/iea/2024-data-centers", "energy/fact/iea/2025-data-centers" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": { "formula": "(485 TWh / 415 TWh - 1) × 100 = 16.9%", "inputs": [ "energy/fact/iea/2024-data-centers", "energy/fact/iea/2025-data-centers" ], "outputUnit": "%" }, "limitations": [ "Kryssutgave-sammenligning av IEA-estimater, ikke måleravlesning." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/global-demand-2030-updated", "claimType": "derivation", "statement": "IEAs oppdaterte sentralbane har om lag 950 TWh datasenterforbruk i 2030.", "asOf": "2030-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2030-updated-case" ], "factIds": [ "energy/fact/iea/2030-central-2026-update" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Scenario, ikke observasjon." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/demand-trajectory", "claimType": "derivation", "statement": "IEAs oppdaterte sentralbane er 1,96 ganger 2025-nivået i 2030, tilsvarende omtrent 14,4 % årlig sammensatt vekst.", "asOf": "2030-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2025-electricity", "energy/data-centers/2030-updated-case", "energy/data-centers/2025-2030-growth" ], "factIds": [ "energy/fact/iea/2025-data-centers", "energy/fact/iea/2030-central-2026-update" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": { "formula": "950 / 485 = 1.9588; (950 / 485)^(1/5) - 1 = 14.4%", "inputs": [ "energy/fact/iea/2025-data-centers", "energy/fact/iea/2030-central-2026-update" ], "outputUnit": "multiple and %/year" }, "limitations": [ "Mekanisk beskrivelse av IEA-scenarioet, ikke en uavhengig prognose." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/scenario-revision", "claimType": "derivation", "statement": "IEAs sentrale 2030-anslag flyttet seg fra omtrent 945 TWh i 2025-rapporten til omtrent 950 TWh i 2026-oppdateringen.", "asOf": "2030-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025", "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2030-base-case", "energy/data-centers/2030-updated-case" ], "factIds": [ "energy/fact/iea/2030-base-case-2025-edition", "energy/fact/iea/2030-central-2026-update" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": { "formula": "950 - 945 = 5 TWh; approximate source values", "inputs": [ "energy/fact/iea/2030-base-case-2025-edition", "energy/fact/iea/2030-central-2026-update" ], "outputUnit": "TWh/år" }, "limitations": [ "Begge kildetall er avrundet, og utgavene kan ha metodeendringer." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/grid-delay-risk", "claimType": "derivation", "statement": "IEA vurderer at omtrent en femtedel av planlagt global datasenterkapasitet kan forsinkes av nettrisiko mot 2030.", "asOf": "2030-12-31", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025" ], "measurementIds": [ "energy/grid/planned-project-delay-risk" ], "factIds": [ "energy/fact/iea/grid-delay-risk" ], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Modellbasert risikovurdering; ikke prosjektregister." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/regional-grid-gap", "claimType": "limitation", "statement": "Modulen har ennå ikke en kildekompatibel regional serie for nettkø, tilgjengelig effekt eller tilkoblingsstatus.", "asOf": "2026-08-12", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025" ], "measurementIds": [], "factIds": [], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Målegap betyr ikke at regionale data ikke finnes; de er ikke normalisert i modulen ennå." ], "approvedAt": "2026-08-13T09:38:37.011Z" }, { "id": "energy/claim/evidence-state", "claimType": "method", "statement": "Energy har to kompatible globale årsobservasjoner for samlet datasenter-elektrisitet, 2024 og 2025. De kan sammenlignes, men to punkter etablerer ikke en robust langsiktig trend, og 2030-punktene forblir kildescenarioer.", "asOf": "2026-08-21", "reviewState": "reviewed", "sourceIds": [ "iea-energy-and-ai-2025", "iea-key-questions-energy-ai-2026" ], "measurementIds": [ "energy/data-centers/2024-electricity", "energy/data-centers/2025-electricity" ], "factIds": [], "lineageSetIds": [], "methodologyPaths": [ "data/tracker/energy/METHODOLOGY.md" ], "calculation": null, "limitations": [ "Serien gjelder all datasenter-elektrisitet og er ikke en AI-only serie.", "Regional nettkø er ennå ikke målt i samme kontrakt." ], "approvedAt": "2026-08-22T17:16:21.000Z" } ] }, "drilldowns": { "schemaVersion": 1, "moduleId": "energy", "views": [ { "schemaVersion": 1, "id": "outlook", "moduleId": "energy", "title": "Etterspørsel og nettrisiko", "shortTitle": "Energi", "description": "Skiller målte globale TWh, kildeversjonerte 2030-baner og risikoen for at nettet forsinker planlagt datasenterkapasitet.", "decisionQuestion": "Vokser datasentrenes kraftbehov raskere enn energisystemet kan levere?", "decisionUse": "Bruk visningen til å se både kraftbehovets tempo og om nettilgang kan bli den fysiske flaskehalsen.", "asOf": "2025-12-31", "sourceIds": [ "iea-energy-and-ai-2025", "iea-key-questions-energy-ai-2026" ], "headline": { "label": "Oppdatert global datasenterlast", "value": "485 TWh", "detail": "Den observerte 2025-verdien er startpunktet; 2030 er scenario.", "classification": "observation", "claimId": "energy/claim/global-demand-2025" }, "visualization": { "id": "energy-global-demand-trend", "type": "energy-time-series", "eyebrow": "TREND / OBSERVASJON + KILDESCENARIO", "title": "Etterspørselen bøyer opp mot 2030", "description": "Historiske IEA-estimater vises som punkter. De to 2030-verdiene er kildeversjonerte scenarioer, ikke målinger eller Vardark-prognoser.", "measurementIds": [ "energy/data-centers/2024-electricity", "energy/data-centers/2025-electricity", "energy/data-centers/2030-base-case", "energy/data-centers/2030-updated-case", "energy/grid/planned-project-delay-risk" ], "claimIds": [ "energy/claim/global-demand-2024", "energy/claim/global-demand-2025", "energy/claim/global-demand-2030-updated", "energy/claim/scenario-revision", "energy/claim/grid-delay-risk", "energy/claim/regional-grid-gap" ], "unit": "TWh/år, alle datasentre", "observations": [ { "date": "2024-12-31", "value": 415, "label": "415 TWh", "measurementId": "energy/data-centers/2024-electricity", "claimId": "energy/claim/global-demand-2024" }, { "date": "2025-12-31", "value": 485, "label": "485 TWh", "measurementId": "energy/data-centers/2025-electricity", "claimId": "energy/claim/global-demand-2025" } ], "scenarios": [ { "id": "iea-2025-edition", "label": "IEA 2025-utgave", "edition": "prior", "from": { "date": "2024-12-31", "value": 415, "label": "415 TWh", "measurementId": "energy/data-centers/2024-electricity", "claimId": "energy/claim/global-demand-2024" }, "to": { "date": "2030-12-31", "value": 945, "label": "945 TWh", "measurementId": "energy/data-centers/2030-base-case", "claimId": "energy/claim/scenario-revision" } }, { "id": "iea-2026-update", "label": "IEA 2026-oppdatering", "edition": "current", "from": { "date": "2025-12-31", "value": 485, "label": "485 TWh", "measurementId": "energy/data-centers/2025-electricity", "claimId": "energy/claim/global-demand-2025" }, "to": { "date": "2030-12-31", "value": 950, "label": "950 TWh", "measurementId": "energy/data-centers/2030-updated-case", "claimId": "energy/claim/global-demand-2030-updated" } } ], "gridRisk": { "value": 20, "label": "av planlagt kapasitet kan forsinkes av nettrisiko", "detail": "Dette er en separat IEA-analyse av fysisk leveringsrisiko. Den trekkes ikke fra TWh-kurven.", "measurementId": "energy/grid/planned-project-delay-risk", "claimId": "energy/claim/grid-delay-risk" }, "regionalGap": { "label": "Ingen kildekompatibel regional køserie", "detail": "Grid Constraint Map aktiveres først når region, effekt, køtid og tilkoblingsstatus kan spores uten å blande prosjekttyper.", "claimId": "energy/claim/regional-grid-gap" } }, "sections": [ { "id": "observed-growth", "label": "ETTERSPØRSEL", "question": "Hva har faktisk skjedd?", "conclusion": "IEAs globale estimat økte fra 415 TWh i 2024 til 485 TWh i 2025.", "status": "signal", "measurementIds": [ "energy/data-centers/2024-electricity", "energy/data-centers/2025-electricity" ], "claimIds": [ "energy/claim/global-demand-2024", "energy/claim/global-demand-2025", "energy/claim/observed-growth-2025" ] }, { "id": "central-path", "label": "BANE", "question": "Hvor stor er sentralbanen?", "conclusion": "Den oppdaterte IEA-banen er 950 TWh i 2030, 1,96× 2025-nivået.", "status": "signal", "measurementIds": [ "energy/data-centers/2025-2030-growth", "energy/data-centers/2030-updated-case" ], "claimIds": [ "energy/claim/global-demand-2030-updated", "energy/claim/demand-trajectory" ] }, { "id": "scenario-revision", "label": "REVISJON", "question": "Flytter scenarioet seg?", "conclusion": "2030-sentralbanen er nesten uendret mellom IEA-utgavene: ca. 945 til 950 TWh.", "status": "signal", "measurementIds": [ "energy/data-centers/2030-base-case", "energy/data-centers/2030-updated-case" ], "claimIds": [ "energy/claim/scenario-revision" ] }, { "id": "grid-risk", "label": "LEVERING", "question": "Kan planlagt kapasitet kobles til?", "conclusion": "IEA anslår at nettrisiko kan forsinke rundt 20 % av planlagt global datasenterkapasitet mot 2030.", "status": "constraint", "measurementIds": [ "energy/grid/planned-project-delay-risk" ], "claimIds": [ "energy/claim/grid-delay-risk" ] }, { "id": "regional-gap", "label": "MÅLEGAP", "question": "Hvor oppstår køene?", "conclusion": "Modulen har ennå ikke et regionalt register for effekt, køtid eller tilkoblingsstatus.", "status": "gap", "measurementIds": [], "claimIds": [ "energy/claim/regional-grid-gap" ] } ], "comparisons": [ { "id": "energy-observed-change", "label": "OBSERVERT ÅRSENDRING", "from": "415 TWh", "to": "485 TWh", "change": "+16,9 %", "detail": "2024 til 2025; beregnet fra IEA-observasjonene.", "claimId": "energy/claim/observed-growth-2025" }, { "id": "energy-outlook-change", "label": "SENTRALBANE", "from": "485 TWh", "to": "950 TWh", "change": "1,96×", "detail": "2025-observasjon til 2030-scenario; ca. 14,4 % CAGR.", "claimId": "energy/claim/demand-trajectory" } ], "limitations": [ "Globale TWh sier lite om lokal effekt og køtid.", "IEA-tallene inkluderer ikke bare AI.", "Scenarioet er ikke et løfte om fysisk tilkoblet kapasitet." ] } ] }, "sources": [ { "id": "iea-energy-and-ai-2025", "title": "Energy and AI", "publisher": "International Energy Agency", "sourceUrl": "https://www.iea.org/reports/energy-and-ai", "documentationUrl": "https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai", "license": "CC BY 4.0", "retrievedAt": "2026-08-10", "dataAsOf": "2024-12-31", "sha256": null, "localPath": null, "role": "context", "notes": "Used for energy context, not to derive the H100-equivalent compute series." }, { "id": "iea-key-questions-energy-ai-2026", "title": "Key Questions on Energy and AI", "publisher": "International Energy Agency", "sourceUrl": "https://www.iea.org/reports/key-questions-on-energy-and-ai/executive-summary", "documentationUrl": "https://www.iea.org/reports/key-questions-on-energy-and-ai/executive-summary", "license": "CC BY 4.0", "retrievedAt": "2026-08-12", "dataAsOf": "2025-12-31", "sha256": null, "localPath": null, "role": "primary-measurement", "notes": "Updated IEA observation for 2025 and central 2030 projection. Total data-centre electricity, not AI-only demand." } ] }