Special report from Reuters Insights and Rystad Energy
Powering the AI Era: The global energy industry's capacity, constraints and choices
22 June 2026
AI-driven power demand is no longer up for debate. The real challenge is whether the grid can keep up. Energy leaders see strong growth ahead, but grid constraints, reliability pressures, and interconnection bottlenecks are emerging as the key risks to delivering it.
Read the special report from Reuters Insights and Rystad Energy to see what the industry is thinking as AI-driven power demand reshapes the next decade of energy investment.
This report is co-authored with Reuters Insights and grounded in industry insights. The report draws on perspectives from senior energy leaders worldwide, with Rystad Energy's data and expertise used to interpret and contextualize the findings.
Data centers are now the primary driver of power demand growth across the world's biggest economies.
Capital is mobilizing across the entire energy value chain, not just IT hardware.
Energy companies and the data center sector are building increasingly important partnerships.
Demand is real but uneven across regions, with grid and power mix mismatches adding complexity.