Commentary: Data Centers Emerging as a Critical Test for the Energy Transition

Ireland’s island power grid supplies the world’s largest cluster of hyperscale data centers in the world, which have powered the world’s digital revolution through the Pandemic. Its national grid has identified data center growth as a “significant” systemic risk. Silicon Valley says it wants to champion renewables power but remains extremely sensitive to resiliency issues.

Chart of the Day: Calibrating the Disruption of the Power Grid

Electrification is poised to be the single greatest global megatrend of the 2020s, impacting a staggering 20% of GDP.

The power grid is at the “eye of storm” of this megatrend, and will be the subject of a turf war that will also attract Silicon Valley giants.