9 Energy companies are struggling to keep up with the current surge in demand and as such the world must focus on doing more with less energy. Electrification is key to a lower energy intensity world, where EVs and heat pumps are far more efficient than their predecessors but need a build out of new infrastructure to support them. 80% of today’s data centers are concentrated within the US, Europe and China, relying on 26.4% gas to generate the power they require, using location-based accounting. With rising gas prices this has resulted in higher consumer power prices, while shortages and delays in the gas turbine supply chain are creating a new choke point. Electrification Scale Data centers Concentrating Power Demand • Gas filling the gap • New technologies (nuclear fission) Electrification Incremental Energy Efficiency Dispersed, Incremental Power Demand Renewables As a new, energy-intense sector, data centers can be the solution for bringing new capital to energy markets and concentrated demand to enable investment in highly capital-intense projects such as gas turbines, nuclear fission, geothermal and even fusion. Data centers will need to be sited around regional archetypes based on access to abundant low-cost energy, talent, and resources able not just to consume but also drive build-out, integrated value such as water, cooling and heating (into residential, agriculture etc.) and availability of capital. Participants added three siting imperatives: co-locate compute with generation to bypass transmission bottlenecks; pair gas with renewables and batteries to deliver cleaner-firm profiles; and engage communities early on water and price impacts to sustain a social license to build. However, we must be clear that efficiency gains alone will not overcome grid constraints. Majlis participants highlighted immediate, scalable efficiency wins: governments enabling private performance contracts can yield 20–30% savings in electricity and water at system level, freeing capacity for AI loads before new plants are needed. We still rely on molecules to create the electrons that AI needs. This is not an energy transition, but an energy addition — more gas, more renewables, more storage to power data centers reliably. Unattributed quote 2. Doing More with Less 3. Data Center Siting to maximize integrated value for data centers and consumers in a more energy efficient world