Surging power demand from generative AI and data centers and the risk of power shortages
First written in FY2026-H1. 1 of 2 entries say "Worsened", first in 2026-10-15. Latest entry: 2026-10-15.
Informetis moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Worsened".
- 2026-10-15WorsenedOther Disclosures
「AIの活用を支えるデータセンターは、デジタル社会に欠かせないインフラである一方、大量の電力を必要とします。」
生成AI・データセンターの拡大に伴う電力需要増加を、国内外の需給・容量市場の動向とともに改めて示し、電力需給への懸念を具体化している。 - FY2026-H1First statedAnnual report
「In addition, new construction and expansion of data centers and semiconductor plants, together with the rapid spread of generative AI, is expected to increase electricity demand, particularly in the ICT sector. Analyses by international organizations and domestic research institutions indicate that global data center electricity consumption could reach approximately 1,000 TWh in 2026, up from approximately 460 TWh in 2022, heightening concern about the risk of power shortages over the medium to long term.」
The Group recognizes the sharp increase in demand driven by the spread of generative AI and data centers as a power shortage risk, citing external analysis indicating growth from approximately 460 TWh in 2022 to approximately 1,000 TWh in 2026.