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Webinar

Rystad Talks Energy | Powering the AI era: Data centers, energy markets and infrastructure risks

When

Session 1: 26 February 2026, 9:00 am - 10:00 am CET

Session 2: 26 February 2026, 4:00 pm - 5:00 pm CET

Information

The rapid expansion of data centers is emerging as a new frontier for energy demand, reshaping power markets worldwide. In this edition of Rystad Talks Energy, we explore how AI-driven growth in digital infrastructure is reshaping power systems, infrastructure investment, and the energy value chain, and what this means for markets over the next decade.

Our team4

Jarand Rystad

Jarand Rystad

CEO

Fredrik Ellekjær

Fredrik Ellekjær

Head of New Energies

Alexandra Gerken

Alexandra Gerken

Head of Geothermal Research

Edvard Christoffersen

Edvard Christoffersen

Senior Analyst

Description

In this edition of Rystad Talks Energy, our experts examine how the growth of data centers is shifting power demand from incremental to exponential, particularly in the US, and what this means for power systems over the next decade.

In this webinar, we will cover:

  • How AI and data centers are transforming power demand profiles across key regions

  • Why a shift from 0.5% to 2% annual power demand growth creates unprecedented pressure on grids

  • What determines where data centers are located, from training vs inference workloads to enterprise and crypto demand

  • How developers are securing a reliable, long-term power supply in a tightening market

  • The emerging role of geothermal energy as a viable power solution for data centers

  • How equipment shortages and supply chain constraints are extending lead times and increasing infrastructure risk

  • What these trends mean for energy markets, infrastructure investment, and permitting timelines


Rystad’s Take: In conversation with our CEO

Our monthly Q&A series, January edition