Smith & Nakagawa, Accelerating Sustainability with AI: A Playbook, Microsoft, 16 November 2023, available here (https://blogs.microsoft. com). Bolgar, Discoveries in weeks, not years: How AI and high-performance computing are speeding up scientific discovery, Microsoft, 9 January 2024, available here (http://news.microsoft. com). Prantikos et al., Physics-informed neural network with transfer learning (TL-PINN) based on domain similarity measure for prediction of nuclear reactor transients. Sci Rep 13, 16840 2023. Seo et al., Avoiding fusion plasma tearing instability with deep reinforcement learning. Nature 626, 746–751, 2024. IEA, World Energy Outlook 2024, 2024 IEA, Net Zero Roadmap: A Global Pathway to Keep the 1.5 °C Goal in Reach, 2023. IEA, Net Zero by 2050, October 2021. IEA, Net Zero Roadmap: A Global Pathway to Keep the 1.5 °C Goal in Reach, 2023. IEA, Net Zero by 2050, October 2021. Ibid. IEA, Electricity Information, July 2024. U.S. Department of Energy, AI for Energy: Opportunities for a Modern Grid and Clean Energy Economy, April 2024, available here (https://www. energy.gov/sites/default/files/2024-04/ AI%20EO%20Report%20Section%20 5.2g%28i%29_043024.pdf). U.S. Environmental Protection Agency, Distributed Generation of Electricity and Its Environmental Impacts, April 2024, available here (https://www.epa. gov/energy). SA Power Networks, SA Network Sets a New Mark for Negative Demand, 31 October 2022. U.S. Department of Energy, AI for Energy: Opportunities for a Modern Grid and Clean Energy Economy, April 2024, available here (https://www. energy.gov/sites/default/files/2024-04/ AI%20EO%20Report%20Section%20 5.2g%28i%29_043024.pdf). Bouckaert, The Clean Energy Transition Requires Action on Electricity Demand. IEA Commentary, 10 January 2018, available here (https://www.iea.org/commentaries). U.S. Department of Energy, AI for Energy: Opportunities for a Modern Grid and Clean Energy Economy, April 2024, available here (https://www. energy.gov/sites/default/files/2024-04/ AI%20EO%20Report%20Section%20 5.2g%28i%29_043024.pdf). IEA, Net Zero by 2050, October 2021. U.S. Department of Energy, AI for Energy: Opportunities for a Modern Grid and Clean Energy Economy, April 2024, available here (https://www. energy.gov/sites/default/files/2024-04/ AI%20EO%20Report%20Section%20 5.2g%28i%29_043024.pdf). Ibid. Schafer, Amperon’s Industry-leading Forecasts Now Available to Transact on the Microsoft Azure Marketplace, Amperon Blog, 6 August 2024, available here (https://www.amperon.co/blog). Rapoport et al., “Digital Twins Offer Plant Operators Relief from Energy Crisis”, Engie Impact, 20 October 2022, available here (https://www. engieimpact.com/insights). Enerjisa Üretim, Enerjisa Üretim revolutionizes sustainable energy management with Microsoft Azure and AI, 8 December 2023, available here (https://ms-f1-sites-03-ea. azurewebsites.net/en-us/ story/1711956075760053884- enerjisauretim-azure-energy-en- turkiye) U.S. Department of Energy, AI for Energy: Opportunities for a Modern Grid and Clean Energy Economy, April 2024, available here (https://www. energy.gov/sites/default/files/2024-04/ AI%20EO%20Report%20Section%20 5.2g%28i%29_043024.pdf). Hartnett, “Powering VPPs: The (Optimization) Engine Under the Hood”, Uplight Blog, 26 April 2024, available here (https://uplight.com/blog). Sahota, “Navigating the Skies with AI”, Forbes, 29 March 2024; Airbus, Skywise, available here (https://aircraft. airbus.com/en/services/enhance/ skywise). National Grid, National Grid Trials New Technology Which Allows More Renewable Power to Flow Through Existing Power Lines, Press Release, 20 October 2022. IEA, Sustainable Recovery, June 2020. Ibid. IEA, Introduction to System Integration of Renewables, March 2020; Energinet. DK, What is DataHub?, available at: https://en.energinet.dk/energy-data/ datahub/; UK Government, Energy Data Taskforce, available here (http://gov.uk). UNEP Finance Initiative, Climate Risks in the Power Generation Sector, May 2024. Coffel & Mankin, “Thermal Power Generation Is Disadvantaged in a Warming World”, Environmental Research Letters, 2021; UNEP. UNEP Finance Initiative, Climate Risks in the Power Generation Sector, May 2024. World Economic Forum, Innovation and Adaptation in the Climate Crisis, Insight Report, 16 January 2024. Ho, Fighting Canada’s Record Wildfires with a Combination of AI and Intuition, Microsoft News, 19 September 2023, available here (https://news.microsoft. com). IEA, World Energy Outlook 2024, 2024. Jobet, Chile’s Critical Minerals, Columbia Energy Exchange Podcast, 25 June 2024 Toesland, “Start-ups Powering Up Africa’s Solare Energy Ecosystem”, Africa Renewal, 25 January 2024. ET Bureau, Shining Away: India’s Solar Potential, The Economic Times of India. 27 May 2024. IEA, World Energy Outlook 2021, 2021. Singh, “Middle East’s Clean Hydrogen Capacity Plans Double Year on Year”, S&P Global, 25 September 2023, available here (https://www.spglobal.com). Bauchene et al., “AI at Work 2024: Friend and Foe,” BCG Insights, 26 June 2024, available here (https://www.bcg. com/publications). Microsoft Source, Microsoft and G42 Announce $1B Comprehensive Digital Ecosystem Initiative in Kenya, Microsoft News, 22 May 2024, available here (https://news.microsoft.com). Stanford University, AI Index Report 2024, Human-Centered AI Institute, 2024, available here (https://aiindex. stanford.edu). Ibid. Ibid. The Tesla Team, The Bigger Picture on Autopilot Safety, Tesla Blog, 9 January 2024, available here (https://www.tesla. com/blog). European Commission, Proposal for a Regulation Laying Down Harmonised Rules on Artificial Intelligence (Artificial Intelligence Act), COM(2021) 206 final, 21 April 2021, available here (https:// eur-lex.europa.eu). US Energy Information Administration, Electricity 2022, 2022. IEA, World Energy Outlook 2024, 2024. Ibid. Ibid. US Energy Information Administration, Electricity 2022, 2022. IEA, World Energy Outlook 2024, 2024. IEA, Global trends in internet traffic, data centres workloads and data centre energy use, 2010–2020, 4 November 2021. IEA, Electricity 2024, January 2024. ADNOC analysis based on data center electricity demand estimates data available in IEA’s Electricity 2024: Analysis and Forecast to 2026, World Energy Outlook 2024, and Goldman Sachs’, Generational Growth: AI/data centers’ global power surge and the Sustainability impact 2024. IEA, Electricity 2024: Analysis and Forecast to 2026, February 2, 2024. According to the IEA Electricity Report 2024, AI-related energy consumption in 2022 is estimated at approximately 5 TWh, and at around 73 TWh by 2026. The other data presented in the pie chart are either explicitly provided in the report or calculated based on these two AI energy consumption estimates. Luers et al., “Will AI accelerate or delay the race to net-zero emissions?”, Nature Comment, 22 April 2024. IEA, Electricity 2024, 2024. IEA, Electricity 2024, 2024. EPRI, Powering Intelligence: Analyzing Artificial Intelligence and Data Center Energy Consumption, 2024. American Electric Power, 2024 Q2 Quarterly Earnings Call, 2024. Reuters, Google partners with Nevada utility for geothermal to power data centers, 13 June 2024; NBC News, Amazon goes nuclear, plans to invest more than $500 million to develop small modular reactors, 16 October 2024. Lee, U.S. Data Center Power Outlook: Balancing competing power consumption needs, BCG LinkedIn Article, 28 June 2024, available here (https://www.linkedin.com/pulse/ us-data-center-power-outlook- balancing-competing-consumption- lee-iz4pe/; EPRI 2024). Based on analysis performed on findings presented in EPRI’s ‘Powering Intelligence 2024’ (30–58 GW based on 80% utilization) and BCG’s ‘U.S. Data Center Power Outlook 2024’ (60–90 GW). 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 Endnotes 68 – 134 106 Powering Possible 105
Powering Possible 2024: AI and Energy for a Sustainable Future Page 53 Page 55