Visualizing $1.5T in Global Electricity Investment ⚡

Key Takeaways

• In the past decade, global electricity investment has increased by 60%.
• Solar has seen the most rapid investment growth, soaring from $142 billion in 2015 to a projected $441 billion this year.
• Similarly, wind and nuclear investment is up 69% and 64%, respectively, as capital increasingly flows to greener sources.

The Age of Electricity

The AI frenzy is fueling a surge in electricity demand, as data centers consume massive amounts of power to train and run large language models.

Big Tech stand as major drivers of this investment, inking billion-dollar partnerships for clean power like nuclear and solar.

And it’s not just the U.S.—countries from India to the European Union are rapidly scaling up investments in low-emission power to meet the growing needs of the digital economy.