TrendForce：预估2026年全球数据中心用电需求年增31% 电网供应缺口自2028年扩大
2026-09-16
wap.eastmoney.com
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TrendForce research warns that rapid deployment of AI servers is driving global data center electricity demand to rise 31% annually, with AI servers accounting for over a third of usage. By 2030, projected demand will exceed grid supply by 268GW, posing a significant risk of power shortages and infrastructure disruption worldwide.[AI generated]
Why's our monitor labelling this an incident or hazard?
The event involves AI systems (AI servers) whose deployment is causing a forecasted increase in electricity demand that will exceed grid supply capacity, potentially disrupting critical infrastructure management and operation in the future. Although no actual harm has yet occurred, the credible forecasted supply shortfall represents a plausible risk of disruption, fitting the definition of an AI Hazard rather than an Incident. The article does not describe any realized harm or incident, nor does it focus on responses or mitigation measures, so it is not Complementary Information.[AI generated]