Rising Electricity Demand Driven by Generative AI, Data Centers and Semiconductors
First written in FY2025-H1. . Latest entry: FY2026-H1.
0 other companies' latest entry also says "Other".
- FY2026-H1Update demand forecastAnnual report
「According to the Organization for Cross-regional Coordination of Transmission Operators, electricity demand associated with the construction and expansion of data centers and semiconductor plants is expected to increase by 56.8 billion kWh by fiscal 2035, with total electricity demand also expected to rise (Source: Demand Outlook for Japan and Each Supply Area (Fiscal 2026), published 21 January 2026).」
Updated the outlook for electricity demand associated with the construction and expansion of data centers and semiconductor plants from 51.4 billion kWh by fiscal 2034 to 56.8 billion kWh by fiscal 2035. - FY2025-H1First statedAnnual report
「In recent years, rising demand for generative AI has accelerated the establishment and expansion of data centers, which involve substantial power consumption. In addition, as society as a whole becomes increasingly digitalized and requires large volumes of data, demand for semiconductors, whose manufacture requires enormous amounts of power, has also risen rapidly. According to the Organization for Cross-regional Coordination of Transmission Operators, electricity demand associated with the construction and expansion of data centers and semiconductor plants is expected to increase by 51.4 billion kWh by fiscal 2034, with total electricity demand also expected to rise (Source: Demand Outlook for Japan and Each Supply Area (Fiscal 2025), published 22 January 2025).」
For the first time, the business environment is described separately as including the expected 51.4 billion kWh increase in electricity demand associated with the construction and expansion of data centers and semiconductor plants by fiscal 2034, driven by expanding demand for generative AI, data centers and semiconductors.